Robinson Smith Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Robinson Smith Wealth Advisors LLC
- $139 Billion
- Q3 2025
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 14,409 shares of USFR stock, worth $725,493. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,409
Previous 14,409
-0.0%
Holding current value
$725,493
Previous $725 Million
0.08%
% of portfolio
0.52%
Previous 0.58%
Shares
2 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