Fiduciary Alliance LLC Wisdomtree Floating Rate Treas Transaction History
Fiduciary Alliance LLC
- $1.49 Trillion
- Q3 2025
A detailed history of Fiduciary Alliance LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fiduciary Alliance LLC holds 19,169 shares of USFR stock, worth $965,159. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,169
Previous 6,000
219.48%
Holding current value
$965,159
Previous $302 Million
219.22%
% of portfolio
0.06%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
610Shares 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