Delos Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Delos Wealth Advisors, LLC
- $111 Million
- Q3 2024
A detailed history of Delos Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 9,915 shares of USFR stock, worth $499,716. This represents 0.45% of its overall portfolio holdings.
Number of Shares
9,915
Previous 9,915
-0.0%
Holding current value
$499,716
Previous $498,000
0.2%
% of portfolio
0.45%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
564Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio