Wealth Plan Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
569Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio