Core Cap Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Core Cap Advisors, LLC
- $2.07 Billion
- Q3 2024
A detailed history of Core Cap Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Core Cap Advisors, LLC holds 1,160 shares of USFR stock, worth $58,487. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,160
Previous 1,160
-0.0%
Holding current value
$58,487
Previous $58,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
569Shares Held
220MCall 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$987 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% 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