Xy Planning Network, Inc. Wisdomtree Floating Rate Treas Transaction History
Xy Planning Network, Inc.
- $574 Billion
- Q4 2025
A detailed history of Xy Planning Network, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Xy Planning Network, Inc. holds 30,450 shares of USFR stock, worth $1.53 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
30,450
Previous 24,947
22.06%
Holding current value
$1.53 Million
Previous $1.26 Billion
22.08%
% of portfolio
0.27%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
229MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio