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
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