Gsb Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Gsb Wealth Management, LLC
- $411 Million
- Q3 2025
A detailed history of Gsb Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 319,934 shares of USFR stock, worth $16.1 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
319,934
Previous 249,153
28.41%
Holding current value
$16.1 Million
Previous $12.5 Million
28.31%
% of portfolio
3.91%
Previous 3.27%
Shares
14 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall 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