Merit Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Merit Financial Group, LLC
- $5.49 Billion
- Q4 2024
A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Merit Financial Group, LLC holds 248,759 shares of USFR stock, worth $12.5 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
248,759
Previous 214,003
16.24%
Holding current value
$12.5 Million
Previous $10.7 Million
16.47%
% of portfolio
0.23%
Previous 0.23%
Shares
12 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