Morris Retirement Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 4,078 shares of USFR stock, worth $205,571. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,078Holding current value
$205,571% of portfolio
0.11%Shares
1 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
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Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$752 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$504 Million0.04% of portfolio