Adirondack Retirement Specialists, Inc. Wisdomtree Floating Rate Treas Transaction History
Adirondack Retirement Specialists, Inc.
- $109 Million
- Q3 2023
A detailed history of Adirondack Retirement Specialists, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Adirondack Retirement Specialists, Inc. holds 241,808 shares of USFR stock, worth $12.2 Million. This represents 11.12% of its overall portfolio holdings.
Number of Shares
241,808
Previous 232,356
4.07%
Holding current value
$12.2 Million
Previous $11.7 Million
4.06%
% of portfolio
11.12%
Previous 10.36%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio