First Heartland Consultants, Inc. Wisdomtree Floating Rate Treas Transaction History
First Heartland Consultants, Inc.
- $930 Million
- Q3 2024
A detailed history of First Heartland Consultants, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 47,888 shares of USFR stock, worth $2.41 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
47,888
Previous 105,355
54.55%
Holding current value
$2.41 Million
Previous $5.3 Million
54.62%
% of portfolio
0.26%
Previous 0.37%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
564Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio