L.M. Kohn & Company Wisdomtree Floating Rate Treas Transaction History
L.M. Kohn & Company
- $378 Million
- Q4 2024
A detailed history of L.M. Kohn & Company transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, L.M. Kohn & Company holds 77,760 shares of USFR stock, worth $3.92 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
77,760
Previous 125,782
38.18%
Holding current value
$3.92 Million
Previous $6.32 Million
38.06%
% of portfolio
1.03%
Previous 1.62%
Shares
8 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$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio