Hcr Wealth Advisors Wisdomtree Floating Rate Treas Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Hcr Wealth Advisors holds 4,309 shares of USFR stock, worth $217,001. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,309

Holding current value

$217,001

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$50.23 - $50.46 $216,441 - $217,432	4,309 New	4,309 $216,000

Others Institutions Holding USFR

# of Institutions

552

Shares Held

219M

Call Options Held

Put Options Held

Summit Trail Advisors, LLC New York, NY

21.8M
Shares

$1.1 Billion
40.99% of portfolio
Morgan Stanley New York, NY

19.6M
Shares

$986 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

19.5M
Shares

$983 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

15.4M
Shares

$773 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$650 Million
0.3% of portfolio

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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