Wealth Advisory Solutions, LLC Wisdomtree Floating Rate Treas Transaction History
Wealth Advisory Solutions, LLC
- $385 Million
- Q1 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 85,087 shares of USFR stock, worth $4.29 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
85,087Holding current value
$4.29 Million% of portfolio
1.11%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
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Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio