Dhjj Financial Advisors, Ltd. Wisdomtree Floating Rate Treas Transaction History
Dhjj Financial Advisors, Ltd.
- $229 Million
- Q4 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 12,822 shares of USFR stock, worth $645,203. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,822
Previous 8,022
59.84%
Holding current value
$645,203
Previous $402,000
60.45%
% of portfolio
0.28%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio