Vital Stone Financial, LLC Wisdomtree Floating Rate Treas Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vital Stone Financial, LLC holds 4,205 shares of USFR stock, worth $211,679. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,205
Previous 4,120
2.06%
Holding current value
$211,679
Previous $207,000
1.93%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio