Revisor Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Revisor Wealth Management LLC
- $290 Billion
- Q3 2025
A detailed history of Revisor Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Revisor Wealth Management LLC holds 4,536 shares of USFR stock, worth $228,387. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,536
Previous 4,649
2.43%
Holding current value
$228,387
Previous $234 Million
2.54%
% of portfolio
0.08%
Previous 0.08%
Shares
10 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