Spurstone Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Spurstone Advisory Services, LLC
- $6.97 Billion
- Q3 2025
A detailed history of Spurstone Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Spurstone Advisory Services, LLC holds 11 shares of USFR stock, worth $553. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11
Previous 11
-0.0%
Holding current value
$553
Previous $553,000
0.18%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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