Bruce G. Allen Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Bruce G. Allen Investments, LLC
- $123 Billion
- Q4 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 431 shares of USFR stock, worth $21,765. This represents 0.02% of its overall portfolio holdings.
Number of Shares
431
Previous 805
46.46%
Holding current value
$21,765
Previous $40.4 Million
46.39%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
580Shares 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, NY19.2MShares$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio