Garrett Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
A detailed history of Garrett Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 17,419 shares of USFR stock, worth $878,091. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,419
Previous 15,249
14.23%
Holding current value
$878,091
Previous $765,000
14.51%
% of portfolio
0.09%
Previous 0.08%
Shares
10 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