Wealth Enhancement Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 872,724 shares of USFR stock, worth $43.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
872,724
Previous 925,032
5.65%
Holding current value
$43.9 Million
Previous $46.5 Million
5.62%
% of portfolio
0.11%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall 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
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio