Clear Rock Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Clear Rock Advisors, LLC
- $234 Billion
- Q2 2024
A detailed history of Clear Rock Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 292,008 shares of USFR stock, worth $14.7 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
292,008
Previous 356,488
18.09%
Holding current value
$14.7 Million
Previous $17.9 Billion
18.05%
% of portfolio
6.28%
Previous 7.78%
Shares
3 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