Atticus Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
A detailed history of Atticus Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,469 shares of USFR stock, worth $74,052. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,469
Previous 1,461
0.55%
Holding current value
$74,052
Previous $73,000
-0.0%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
585Shares 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio