Atticus Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Atticus Wealth Management, LLC
- $281 Million
- Q1 2025
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 595 shares of USFR stock, worth $30,011. This represents 0.01% of its overall portfolio holdings.
Number of Shares
595
Previous 1,469
59.5%
Holding current value
$30,011
Previous $73,000
60.27%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
588Shares 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, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio