Global Wealth Strategies & Associates Wisdomtree Floating Rate Treas Transaction History
Global Wealth Strategies & Associates
- $320 Billion
- Q4 2024
A detailed history of Global Wealth Strategies & Associates transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 41,825 shares of USFR stock, worth $2.11 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
41,825
Previous 146,465
71.44%
Holding current value
$2.11 Million
Previous $7.36 Billion
71.39%
% of portfolio
0.66%
Previous 2.42%
Shares
5 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$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio