Allen Capital Group, LLC Wisdomtree Floating Rate Treas Transaction History
Allen Capital Group, LLC
- $829 Million
- Q4 2024
A detailed history of Allen Capital Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Allen Capital Group, LLC holds 126,040 shares of USFR stock, worth $6.37 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
126,040
Previous 108,286
16.4%
Holding current value
$6.37 Million
Previous $5.44 Million
16.62%
% of portfolio
0.77%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
581Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio