Pine Harbor Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 9,316 shares of USFR stock, worth $468,408. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,316
Previous 10,316
9.69%
Holding current value
$468,408
Previous $519 Million
9.66%
% of portfolio
0.28%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
233MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio