Woodard & CO Asset Management Group Inc Wisdomtree Floating Rate Treas Transaction History
Woodard & CO Asset Management Group Inc
- $362 Million
- Q1 2024
A detailed history of Woodard & CO Asset Management Group Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Woodard & CO Asset Management Group Inc holds 75,192 shares of USFR stock, worth $3.79 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
75,192
Previous 76,388
1.57%
Holding current value
$3.79 Million
Previous $3.84 Million
1.46%
% of portfolio
1.04%
Previous 1.15%
Shares
8 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$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio