Warren Averett Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 99,077 shares of USFR stock, worth $4.99 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
99,077
Previous 88,639
11.78%
Holding current value
$4.99 Million
Previous $4.46 Million
11.82%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
525Shares Held
224MCall 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