Xy Planning Network, Inc. Wisdomtree Floating Rate Treas Transaction History
Xy Planning Network, Inc.
- $133 Billion
- Q4 2024
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 21,447 shares of USFR stock, worth $1.08 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
21,447Holding current value
$1.08 Million% of portfolio
0.81%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
583Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio