Fortitude Family Office, LLC Wisdomtree Floating Rate Treas Transaction History
Fortitude Family Office, LLC
- $372 Billion
- Q3 2025
A detailed history of Fortitude Family Office, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortitude Family Office, LLC holds 262,257 shares of USFR stock, worth $13.2 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
262,257
Previous 199,678
31.34%
Holding current value
$13.2 Million
Previous $10 Billion
31.24%
% of portfolio
3.55%
Previous 3.3%
Shares
8 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