Zrc Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 2025
A detailed history of Zrc Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 717 shares of USFR stock, worth $36,100. This represents 0.01% of its overall portfolio holdings.
Number of Shares
717
Previous 667
7.5%
Holding current value
$36,100
Previous $33.6 Million
7.41%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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