Independent Advisor Alliance Wisdomtree Floating Rate Treas Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Independent Advisor Alliance holds 518,068 shares of USFR stock, worth $26.1 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
518,068Holding current value
$26.1 Million% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
583Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio