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
593Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio