Walkner Condon Financial Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 41,742 shares of USFR stock, worth $2.1 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
41,742
Previous 38,431
8.62%
Holding current value
$2.1 Million
Previous $1.93 Million
8.7%
% of portfolio
0.46%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
231MCall 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$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio