Cahill Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History
Cahill Financial Advisors Inc
- $841 Million
- Q3 2025
A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 38,246 shares of USFR stock, worth $1.93 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
38,246
Previous 38,623
0.98%
Holding current value
$1.93 Million
Previous $1.94 Million
1.08%
% of portfolio
0.23%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
611Shares 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