Golden State Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 118,364 shares of USFR stock, worth $5.96 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
118,364
Previous 152,406
22.34%
Holding current value
$5.96 Million
Previous $7.67 Billion
22.4%
% of portfolio
0.66%
Previous 0.93%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
233MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio