Plante Moran Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 68 shares of USFR stock, worth $3,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68
Previous 68
-0.0%
Holding current value
$3,430
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
586Shares 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