Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Serenus Wealth Advisors, LLC
- $575 Billion
- Q4 2024
A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 4,864,628 shares of USFR stock, worth $245 Million. This represents 42.54% of its overall portfolio holdings.
Number of Shares
4,864,628Holding current value
$245 Million% of portfolio
42.54%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
584Shares Held
221MCall 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$969 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio