Moneta Group Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,207 shares of USFR stock, worth $262,224. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,207Holding current value
$262,224% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio