Xy Planning Network, Inc. Wisdomtree Floating Rate Treas Transaction History
Xy Planning Network, Inc.
- $294 Billion
- Q2 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 24,947 shares of USFR stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
24,947
Previous 22,654
10.12%
Holding current value
$1.26 Million
Previous $1.14 Billion
10.08%
% of portfolio
0.43%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio