Bristlecone Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Bristlecone Advisors, LLC
- $1.27 Billion
- Q4 2024
A detailed history of Bristlecone Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 491,723 shares of USFR stock, worth $24.8 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
491,723
Previous 460,138
6.86%
Holding current value
$24.8 Million
Previous $23.1 Million
7.08%
% of portfolio
1.95%
Previous 1.86%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio