Global Retirement Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 2024
A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Global Retirement Partners, LLC holds 54,614 shares of USFR stock, worth $2.75 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
54,614
Previous 55,816
2.15%
Holding current value
$2.75 Million
Previous $2.8 Million
1.96%
% of portfolio
0.08%
Previous 0.09%
Shares
12 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$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio