Atlas Capital Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Atlas Capital Advisors LLC
- $819 Billion
- Q2 2025
A detailed history of Atlas Capital Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 2,264 shares of USFR stock, worth $113,992. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,264
Previous 4,268
46.95%
Holding current value
$113,992
Previous $215 Million
46.97%
% of portfolio
0.01%
Previous 0.03%
Shares
7 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