Hb Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Hb Wealth Management, LLC
- $15 Billion
- Q4 2025
A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,887 shares of USFR stock, worth $246,060. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,887Holding current value
$246,060% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
231MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio