Wealthcare Advisory Partners LLC Wisdomtree Floating Rate Treas Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 974,335 shares of USFR stock, worth $49 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
974,335
Previous 867,441
12.32%
Holding current value
$49 Million
Previous $43.6 Million
12.43%
% of portfolio
1.63%
Previous 1.74%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall 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$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio