Robinson Smith Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q4 2024
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 15,801 shares of USFR stock, worth $797,950. This represents 0.67% of its overall portfolio holdings.
Number of Shares
15,801
Previous 15,801
-0.0%
Holding current value
$797,950
Previous $794 Million
0.2%
% of portfolio
0.67%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
580Shares 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