Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 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 138,260 shares of USFR stock, worth $6.95 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
138,260
Previous 173,090
20.12%
Holding current value
$6.95 Million
Previous $8.7 Billion
20.09%
% of portfolio
4.5%
Previous 5.68%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
499Shares Held
231MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio