Transform Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transform Wealth, LLC holds 11,242 shares of USFR stock, worth $565,022. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,242
Previous 11,206
0.32%
Holding current value
$565,022
Previous $563,000
0.18%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio