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 $456,624. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,060
Previous 12,258
26.09%
Holding current value
$456,624
Previous $616,000
26.3%
% of portfolio
0.2%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
533Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio