Envision Financial LLC Wisdomtree Floating Rate Treas Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envision Financial LLC holds 135,395 shares of USFR stock, worth $6.83 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
135,395Holding current value
$6.83 Million% of portfolio
5.46%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
537Shares Held
212MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio