Aptus Capital Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 304,095 shares of USFR stock, worth $15.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
304,095
Previous 169,471
79.44%
Holding current value
$15.4 Million
Previous $8.51 Million
79.81%
% of portfolio
0.17%
Previous 0.14%
Shares
6 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