Beacon Financial Group Wisdomtree Floating Rate Treas Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Beacon Financial Group holds 134,163 shares of USFR stock, worth $6.78 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
134,163
Previous 138,986
3.47%
Holding current value
$6.78 Million
Previous $6.98 Million
3.27%
% of portfolio
0.76%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
582Shares Held
220MCall 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$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio