Private Client Services, LLC Wisdomtree Floating Rate Treas Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
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 6,040 shares of USFR stock, worth $304,899. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,040Holding current value
$304,899% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
544Shares Held
209MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio