Creekmur Asset Management LLC Wisdomtree Floating Rate Treas Transaction History
Creekmur Asset Management LLC
- $603 Billion
- Q3 2025
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 5,875 shares of USFR stock, worth $295,806. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,875
Previous 5,882
0.12%
Holding current value
$295,806
Previous $296 Million
0.2%
% of portfolio
0.05%
Previous 0.05%
Shares
8 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