Madison Wealth Management Wisdomtree Floating Rate Treas Call Options Transaction History

Madison Wealth Management

$449 Million
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USFR

# of Institutions

526

Shares Held

232M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$796 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$658 Million
0.34% of portfolio

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