Creative Financial Designs Inc Wisdomtree Floating Rate Treas Transaction History
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creative Financial Designs Inc holds 1,095 shares of USFR stock, worth $55,133. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,095
Previous 95
1052.63%
Holding current value
$55,133
Previous $4,000
1275.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
608Shares Held
229MCall 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
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio