Ridgewood Investments LLC Wisdomtree Floating Rate Treas Transaction History
Ridgewood Investments LLC
- $208 Million
- Q4 2024
A detailed history of Ridgewood Investments LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ridgewood Investments LLC holds 2,197 shares of USFR stock, worth $110,948. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,197
Previous 2,397
8.34%
Holding current value
$110,948
Previous $120,000
8.33%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
581Shares Held
220MCall 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$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio