Global Wealth Strategies & Associates Wisdomtree Floating Rate Treas Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 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 146,465 shares of USFR stock, worth $7.36 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
146,465
Previous 142,054
3.11%
Holding current value
$7.36 Million
Previous $7.15 Billion
2.92%
% of portfolio
2.42%
Previous 2.56%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio