Creekmur Asset Management LLC Wisdomtree Floating Rate Treas Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5,898 shares of USFR stock, worth $297,613. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,898
Previous 5,968
1.17%
Holding current value
$297,613
Previous $300 Million
1.35%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
537Shares Held
208MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio