Westside Investment Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Westside Investment Management, Inc.
- $417 Billion
- Q1 2024
A detailed history of Westside Investment Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Westside Investment Management, Inc. holds 6,506 shares of USFR stock, worth $327,316. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,506
Previous 13,406
51.47%
Holding current value
$327,316
Previous $674 Million
51.42%
% of portfolio
0.08%
Previous 0.17%
Shares
3 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