Blue Investment Partners LLC Wisdomtree Floating Rate Treas Transaction History
Blue Investment Partners LLC
- $230 Million
- Q3 2024
A detailed history of Blue Investment Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Blue Investment Partners LLC holds 221,968 shares of USFR stock, worth $11.2 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
221,968
Previous 176,772
25.57%
Holding current value
$11.2 Million
Previous $8.89 Million
25.35%
% of portfolio
4.86%
Previous 4.24%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio