Client First Capital LLC Wisdomtree Floating Rate Treas Transaction History
Client First Capital LLC
- $215 Million
- Q3 2025
A detailed history of Client First Capital LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Client First Capital LLC holds 505,082 shares of USFR stock, worth $25.4 Million. This represents 11.8% of its overall portfolio holdings.
Number of Shares
505,082
Previous 415,331
21.61%
Holding current value
$25.4 Million
Previous $20.9 Million
21.51%
% of portfolio
11.8%
Previous 10.11%
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