Whalen Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 23,998 shares of USFR stock, worth $1.21 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
23,998
Previous 24,889
3.58%
Holding current value
$1.21 Million
Previous $1.25 Billion
3.75%
% of portfolio
0.85%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
528Shares 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