First Heartland Consultants, Inc. Wisdomtree Floating Rate Treas Transaction History
First Heartland Consultants, Inc.
- $962 Million
- Q4 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 12,869 shares of USFR stock, worth $649,112. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,869
Previous 47,888
73.13%
Holding current value
$649,112
Previous $2.41 Million
73.1%
% of portfolio
0.07%
Previous 0.26%
Shares
9 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio