Roundview Capital LLC Wisdomtree Floating Rate Treas Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Roundview Capital LLC holds 9,900 shares of USFR stock, worth $499,554. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,900
Previous 9,900
-0.0%
Holding current value
$499,554
Previous $498,000
0.2%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio