Synergy Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Synergy Investment Management, LLC holds 12,820 shares of USFR stock, worth $645,871. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,820Holding current value
$645,871% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
561Shares Held
228MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio