Atria Wealth Solutions, Inc. Wisdomtree Floating Rate Treas Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 192,110 shares of USFR stock, worth $9.67 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
192,110
Previous 211,825
9.31%
Holding current value
$9.67 Million
Previous $10.6 Million
9.13%
% of portfolio
0.11%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio