Td Private Client Wealth LLC Wisdomtree Floating Rate Treas Transaction History
Td Private Client Wealth LLC
- $4.44 Trillion
- Q3 2025
A detailed history of Td Private Client Wealth LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Td Private Client Wealth LLC holds 21 shares of USFR stock, worth $1,057. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 229
90.83%
Holding current value
$1,057
Previous $11.5 Million
90.83%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio