Transamerica Financial Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Transamerica Financial Advisors, Inc.
- $1.01 Billion
- Q4 2024
A detailed history of Transamerica Financial Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 45,144 shares of USFR stock, worth $2.28 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
45,144
Previous 45,599
1.0%
Holding current value
$2.28 Million
Previous $2.29 Million
0.79%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
590Shares Held
220MCall 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