Turtle Creek Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Turtle Creek Wealth Advisors, LLC
- $1.27 Trillion
- Q4 2025
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 19,257 shares of USFR stock, worth $969,589. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,257Holding current value
$969,589% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio