Diversify Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
A detailed history of Diversify Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,608 shares of USFR stock, worth $232,012. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,608
Previous 4,608
-0.0%
Holding current value
$232,012
Previous $232 Million
0.22%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio