Vishria Bird Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Vishria Bird Financial Group, LLC
- $234 Million
- Q1 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 44,468 shares of USFR stock, worth $2.24 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
44,468
Previous 44,273
0.44%
Holding current value
$2.24 Million
Previous $2.22 Million
0.54%
% of portfolio
0.96%
Previous 1.05%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio