Annex Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Annex Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Annex Advisory Services, LLC holds 3,517,653 shares of USFR stock, worth $178 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
3,517,653
Previous 40,213
8647.55%
Holding current value
$178 Million
Previous $2.02 Million
8632.38%
% of portfolio
6.41%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio