Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Team Financial Group, LLC
- $220 Billion
- Q4 2025
A detailed history of Team Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Team Financial Group, LLC holds 454,430 shares of USFR stock, worth $22.9 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
454,430
Previous 477,069
4.75%
Holding current value
$22.9 Million
Previous $24 Billion
4.65%
% of portfolio
10.37%
Previous 11.11%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
609Shares Held
248MCall 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