Coppell Advisory Solutions LLC Wisdomtree Floating Rate Treas Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 69 shares of USFR stock, worth $3,478. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$3,478
Previous $3.47 Million
0.12%
% of portfolio
0.0%
Previous 0.0%
Shares
5 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