Integrity Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Integrity Investment Advisors, LLC
- $142 Million
- Q3 2025
A detailed history of Integrity Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Integrity Investment Advisors, LLC holds 61,398 shares of USFR stock, worth $3.09 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
61,398
Previous 72,444
15.25%
Holding current value
$3.09 Million
Previous $3.64 Billion
99.92%
% of portfolio
2.18%
Previous 2.8%
Shares
3 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