Cascade Investment Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Cascade Investment Advisors, Inc.
- $153 Million
- Q4 2024
A detailed history of Cascade Investment Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 11,198 shares of USFR stock, worth $564,491. This represents 0.37% of its overall portfolio holdings.
Number of Shares
11,198
Previous 9,708
15.35%
Holding current value
$564,491
Previous $487,000
15.61%
% of portfolio
0.37%
Previous 0.31%
Shares
7 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$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