Private Client Services, LLC Wisdomtree Floating Rate Treas Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Private Client Services, LLC holds 7,356 shares of USFR stock, worth $370,889. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,356
Previous 6,040
21.79%
Holding current value
$370,889
Previous $304 Million
21.81%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
590Shares Held
220MCall 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$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio