Signature Estate & Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 13,798 shares of USFR stock, worth $696,247. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,798
Previous 2,521,834
99.45%
Holding current value
$696,247
Previous $127 Million
99.45%
% of portfolio
0.02%
Previous 3.19%
Shares
10 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