Wms Partners, LLC Rbb Fd Inc Us Treas 2 Yr Nt Et Transaction History

Wms Partners, LLC

$1.7 Billion
Q3 2024

A detailed history of Wms Partners, LLC transactions in Rbb Fd Inc Us Treas 2 Yr Nt Et stock. As of the latest transaction made, Wms Partners, LLC holds 10,000 shares of UTWO stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,000

Previous 8,000 25.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	N/A	2,000 Added 25.0%	10,000 $0
Q2 2024 Aug 14, 2024	BUY	N/A	8,000 New	8,000 $0

Others Institutions Holding UTWO

# of Institutions

Shares Held

4.42M

Call Options Held

Put Options Held

Wealthquest Corp Cincinnati, OH

800K
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

479K
Shares

$0
0.0% of portfolio
Boothe Investment Group, Inc. Dover, DE

439K
Shares

$0
9.51% of portfolio
Commonwealth Equity Services, LLC

360K
Shares

$0
0.03% of portfolio

View Full List

About RBB FD INC US TREAS 2 YR NT ET

Ticker UTWO

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