Altus Wealth Group LLC Wisdomtree Floating Rate Treas Transaction History
Altus Wealth Group LLC
- $229 Million
- Q3 2024
A detailed history of Altus Wealth Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Altus Wealth Group LLC holds 9,060 shares of USFR stock, worth $455,355. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,060
Previous 12,258
26.09%
Holding current value
$455,355
Previous $616,000
26.3%
% of portfolio
0.2%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
528Shares 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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio