Vest Gen Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 79,405 shares of USFR stock, worth $4 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
79,405
Previous 64,963
22.23%
Holding current value
$4 Million
Previous $3.27 Billion
22.08%
% of portfolio
0.13%
Previous 0.13%
Shares
3 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