Financial Advocates Investment Management Wisdomtree Floating Rate Treas Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Advocates Investment Management holds 46,612 shares of USFR stock, worth $2.35 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
46,612
Previous 25,292
84.3%
Holding current value
$2.35 Million
Previous $1.27 Million
84.65%
% of portfolio
0.14%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
585Shares 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