Collaborative Wealth Managment Inc. Wisdomtree Floating Rate Treas Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 118,449 shares of USFR stock, worth $5.95 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
118,449
Previous 54,271
118.25%
Holding current value
$5.95 Million
Previous $2.73 Million
118.36%
% of portfolio
2.98%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
231MCall 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