Professional Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Professional Financial Advisors, LLC
- $464 Million
- Q3 2025
A detailed history of Professional Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 46,300 shares of USFR stock, worth $2.33 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
46,300
Previous 51,784
10.59%
Holding current value
$2.33 Million
Previous $2.61 Million
10.67%
% of portfolio
0.5%
Previous 0.62%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall 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
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% 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