Portfolio Design Labs, LLC Wisdomtree Floating Rate Treas Transaction History
Portfolio Design Labs, LLC
- $582 Billion
- Q3 2025
A detailed history of Portfolio Design Labs, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Portfolio Design Labs, LLC holds 17,581 shares of USFR stock, worth $885,203. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,581
Previous 40,937
57.05%
Holding current value
$885,203
Previous $2.06 Billion
57.09%
% of portfolio
0.15%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
233MCall 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