Maridea Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Maridea Wealth Management LLC
- $643 Billion
- Q3 2025
A detailed history of Maridea Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Maridea Wealth Management LLC holds 3,989 shares of USFR stock, worth $200,846. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,989
Previous 6,456
38.21%
Holding current value
$200,846
Previous $325 Million
38.13%
% of portfolio
0.03%
Previous 0.08%
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