Blue Rock Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Blue Rock Wealth Management LLC
- $161 Billion
- Q3 2025
A detailed history of Blue Rock Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 17,738 shares of USFR stock, worth $893,108. This represents 0.56% of its overall portfolio holdings.
Number of Shares
17,738
Previous 18,922
6.26%
Holding current value
$893,108
Previous $952 Million
6.37%
% of portfolio
0.56%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall 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
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% 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