Premier Path Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Premier Path Wealth Partners, LLC
- $777 Billion
- Q3 2025
A detailed history of Premier Path Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 46,215 shares of USFR stock, worth $2.33 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
46,215
Previous 45,712
1.1%
Holding current value
$2.33 Million
Previous $2.3 Billion
1.02%
% of portfolio
0.3%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
233MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio