First Heartland Consultants, Inc. Wisdomtree Floating Rate Treas Transaction History
First Heartland Consultants, Inc.
- $1.11 Billion
- Q3 2025
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 26,706 shares of USFR stock, worth $1.34 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,706
Previous 22,253
20.01%
Holding current value
$1.34 Million
Previous $1.12 Million
19.93%
% of portfolio
0.12%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
611Shares 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