Trinity Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 2024
A detailed history of Trinity Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,085 shares of USFR stock, worth $205,393. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,085Holding current value
$205,393% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
526Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
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Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio