Newbridge Financial Services Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Newbridge Financial Services Group, Inc.
- $617 Million
- Q3 2025
A detailed history of Newbridge Financial Services Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 119 shares of USFR stock, worth $5,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
119
Previous 119
-0.0%
Holding current value
$5,991
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
611Shares 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