Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 131,905 shares of USFR stock, worth $6.63 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
131,905
Previous 138,260
4.6%
Holding current value
$6.63 Million
Previous $6.96 Billion
4.77%
% of portfolio
3.98%
Previous 4.5%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
517Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio