Wealthsource Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthsource Partners, LLC holds 48,753 shares of USFR stock, worth $2.45 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
48,753
Previous 30,664
58.99%
Holding current value
$2.45 Million
Previous $1.54 Million
58.72%
% of portfolio
0.16%
Previous 0.11%
Shares
2 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio