Western Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Western Wealth Management, LLC holds 65,235 shares of USFR stock, worth $3.29 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
65,235
Previous 62,172
4.93%
Holding current value
$3.29 Million
Previous $3.12 Million
5.03%
% of portfolio
0.26%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
497Shares 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$656 Million0.36% of portfolio