Florida Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Florida Financial Advisors, LLC
- $324 Billion
- Q3 2025
A detailed history of Florida Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Florida Financial Advisors, LLC holds 7,702 shares of USFR stock, worth $387,795. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,702
Previous 6,592
16.84%
Holding current value
$387,795
Previous $332 Million
16.74%
% of portfolio
0.12%
Previous 0.11%
Shares
3 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