Gen Wealth Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Gen Wealth Group, Inc.
- $592 Million
- Q4 2025
A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 11,265 shares of USFR stock, worth $567,192. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,265
Previous 8,823
27.68%
Holding current value
$567,192
Previous $443,000
27.99%
% of portfolio
0.1%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
248MCall 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