Cabot Wealth Management Inc Wisdomtree Floating Rate Treas Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
A detailed history of Cabot Wealth Management Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cabot Wealth Management Inc holds 309,975 shares of USFR stock, worth $15.6 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
309,975
Previous 306,030
1.29%
Holding current value
$15.6 Million
Previous $15.4 Million
1.49%
% of portfolio
1.99%
Previous 1.93%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
590Shares 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio