Pathstone Family Office, LLC Wisdomtree Floating Rate Treas Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pathstone Family Office, LLC holds 7,819 shares of USFR stock, worth $394,390. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,819
Previous 11,559
32.36%
Holding current value
$394,390
Previous $581,000
32.36%
% of portfolio
0.0%
Previous 0.01%
Shares
10 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$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio