Wealthspire Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,021,046 shares of USFR stock, worth $51.5 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
1,021,046
Previous 216,261
372.14%
Holding current value
$51.5 Million
Previous $10.9 Million
371.29%
% of portfolio
0.53%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio