Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,128 shares of USFR stock, worth $510,552. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,128
Previous 10,213
0.83%
Holding current value
$510,552
Previous $512,000
0.59%
% of portfolio
0.22%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
585Shares 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio