Aventura Private Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Aventura Private Wealth, LLC
- $278 Billion
- Q4 2025
A detailed history of Aventura Private Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 306 shares of USFR stock, worth $15,407. This represents 0.01% of its overall portfolio holdings.
Number of Shares
306Holding current value
$15,407% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
233MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio