Revisor Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Revisor Wealth Management LLC
- $144 Billion
- Q2 2024
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 10,584 shares of USFR stock, worth $532,375. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,584
Previous 13,340
20.66%
Holding current value
$532,375
Previous $671 Million
20.59%
% of portfolio
0.37%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
523Shares Held
231MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio