Wealthcare Capital Management LLC Wisdomtree Floating Rate Treas Transaction History
Wealthcare Capital Management LLC
- $978 Million
- Q3 2024
A detailed history of Wealthcare Capital Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 1,499,382 shares of USFR stock, worth $75.4 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
1,499,382
Previous 1,473,935
1.73%
Holding current value
$75.4 Million
Previous $74.2 Million
1.54%
% of portfolio
7.7%
Previous 8.02%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
517Shares 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, NY19.5MShares$982 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio