Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History
Team Financial Group, LLC
- $216 Billion
- Q3 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 477,069 shares of USFR stock, worth $24 Million. This represents 11.11% of its overall portfolio holdings.
Number of Shares
477,069
Previous 488,819
2.4%
Holding current value
$24 Million
Previous $24.6 Billion
2.48%
% of portfolio
11.11%
Previous 12.09%
Shares
9 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