Marshall & Sterling Wealth Advisors Inc. Wisdomtree Floating Rate Treas Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 25 shares of USFR stock, worth $1,261. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25Holding current value
$1,261% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
579Shares Held
220MCall 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
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Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio