Strategic Wealth Advisors Group, LLC Wisdomtree Floating Rate Treas Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 182,442 shares of USFR stock, worth $9.19 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
182,442
Previous 171,455
6.41%
Holding current value
$9.19 Million
Previous $8.63 Million
6.3%
% of portfolio
0.39%
Previous 0.36%
Shares
3 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