Guided Capital Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Guided Capital Wealth Management, LLC
- $117 Billion
- Q3 2025
A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 265,596 shares of USFR stock, worth $13.4 Million. This represents 11.44% of its overall portfolio holdings.
Number of Shares
265,596
Previous 238,750
11.24%
Holding current value
$13.4 Million
Previous $12 Billion
11.16%
% of portfolio
11.44%
Previous 9.25%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
611Shares 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