Wealthspire Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,404,395 shares of USFR stock, worth $70.9 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
1,404,395
Previous 1,021,046
37.54%
Holding current value
$70.9 Million
Previous $51.3 Million
37.82%
% of portfolio
0.71%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
580Shares 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$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$637 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio