Sara Bay Financial Wisdomtree Floating Rate Treas Transaction History
Sara Bay Financial
- $276 Billion
- Q3 2024
A detailed history of Sara Bay Financial transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sara Bay Financial holds 79,323 shares of USFR stock, worth $3.99 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
79,323
Previous 98,526
19.49%
Holding current value
$3.99 Million
Previous $4.96 Billion
19.63%
% of portfolio
1.44%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
525Shares Held
232MCall 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