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
610Shares 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