Vsm Wealth Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Vsm Wealth Advisory, LLC
- $303 Billion
- Q2 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 11,852 shares of USFR stock, worth $596,748. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,852Holding current value
$596,748% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
254MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio