Qp Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Qp Wealth Management, LLC holds 4,818 shares of USFR stock, worth $242,441. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,818
Previous 4,562
5.61%
Holding current value
$242,441
Previous $229,000
5.68%
% of portfolio
0.42%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
588Shares Held
222MCall 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$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio