Bridgeworth, LLC Wisdomtree Floating Rate Treas Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bridgeworth, LLC holds 35,858 shares of USFR stock, worth $1.81 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
35,858
Previous 37,745
5.0%
Holding current value
$1.81 Million
Previous $1.9 Million
5.16%
% of portfolio
0.18%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
583Shares Held
221MCall 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$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio