Barnes Wealth Management Group, Inc Wisdomtree Floating Rate Treas Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 8,553 shares of USFR stock, worth $430,643. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,553
Previous 8,940
4.33%
Holding current value
$430,643
Previous $450 Million
4.4%
% of portfolio
0.24%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio