American Planning Services, Inc. Wisdomtree Floating Rate Treas Transaction History
American Planning Services, Inc.
- $114 Million
- Q3 2024
A detailed history of American Planning Services, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, American Planning Services, Inc. holds 102,317 shares of USFR stock, worth $5.15 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
102,317
Previous 108,394
5.61%
Holding current value
$5.15 Million
Previous $5.45 Million
5.78%
% of portfolio
4.51%
Previous 4.2%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
221MCall 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$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio