Apella Capital, LLC Wisdomtree Floating Rate Treas Transaction History
Apella Capital, LLC
- $4.73 Billion
- Q4 2025
A detailed history of Apella Capital, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Apella Capital, LLC holds 5,955 shares of USFR stock, worth $299,834. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,955
Previous 5,954
0.02%
Holding current value
$299,834
Previous $299,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
234MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio