Stratos Wealth Partners, Ltd. Wisdomtree Floating Rate Treas Transaction History
Stratos Wealth Partners, Ltd.
- $6.9 Billion
- Q4 2024
A detailed history of Stratos Wealth Partners, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 292,671 shares of USFR stock, worth $14.8 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
292,671
Previous 345,249
15.23%
Holding current value
$14.8 Million
Previous $17.3 Million
15.06%
% of portfolio
0.21%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio