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
525Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio