Pine Harbor Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall 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$753 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$505 Million0.04% of portfolio