Wealth Management Solutions, LLC Wisdomtree Floating Rate Treas Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 5,494 shares of USFR stock, worth $276,842. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,494
Previous 5,637
2.54%
Holding current value
$276,842
Previous $283,000
2.47%
% of portfolio
0.19%
Previous 0.19%
Shares
6 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