B.O.S.S. Retirement Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
B.O.S.S. Retirement Advisors, LLC
- $358 Billion
- Q4 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 14,555 shares of USFR stock, worth $733,717. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,555Holding current value
$733,717% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio