Heck Capital Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Heck Capital Advisors, LLC
- $1.29 Trillion
- Q3 2025
A detailed history of Heck Capital Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 7,941 shares of USFR stock, worth $399,829. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,941
Previous 7,941
-0.0%
Holding current value
$399,829
Previous $400 Million
0.08%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
248MCall 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
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% 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