One Ascent Financial Services LLC Wisdomtree Floating Rate Treas Transaction History
One Ascent Financial Services LLC
- $582 Million
- Q3 2025
A detailed history of One Ascent Financial Services LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, One Ascent Financial Services LLC holds 19,732 shares of USFR stock, worth $993,506. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,732Holding current value
$993,506% of portfolio
0.17%Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio