Krilogy Financial LLC Wisdomtree Floating Rate Treas Transaction History
Krilogy Financial LLC
- $2.65 Billion
- Q4 2025
A detailed history of Krilogy Financial LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Krilogy Financial LLC holds 11,894 shares of USFR stock, worth $598,862. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,894
Previous 12,978
8.35%
Holding current value
$598,862
Previous $652,000
8.28%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
229MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio