Bruce G. Allen Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Bruce G. Allen Investments, LLC
- $129 Billion
- Q3 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 805 shares of USFR stock, worth $40,459. This represents 0.03% of its overall portfolio holdings.
Number of Shares
805
Previous 972
17.18%
Holding current value
$40,459
Previous $48.9 Million
17.3%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio