Xy Planning Network, Inc. Wisdomtree Floating Rate Treas Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Xy Planning Network, Inc. holds 22,654 shares of USFR stock, worth $1.14 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
22,654
Previous 21,447
5.63%
Holding current value
$1.14 Million
Previous $1.08 Billion
5.65%
% of portfolio
0.76%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
614Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio