Wr Wealth Planners, LLC Wisdomtree Floating Rate Treas Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
570Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio