Smart Money Group LLC Wisdomtree Floating Rate Treas Transaction History
Smart Money Group LLC
- $123 Million
- Q3 2025
A detailed history of Smart Money Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Smart Money Group LLC holds 69,322 shares of USFR stock, worth $3.49 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
69,322
Previous 65,280
6.19%
Holding current value
$3.49 Million
Previous $3.28 Million
6.09%
% of portfolio
2.84%
Previous 3.01%
Shares
10 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