Continuum Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Continuum Wealth Advisors, LLC
- $158 Million
- Q3 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 176,832 shares of USFR stock, worth $8.89 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
176,832
Previous 409,004
56.77%
Holding current value
$8.89 Million
Previous $20.6 Million
56.84%
% of portfolio
5.63%
Previous 10.91%
Shares
8 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