Org Partners LLC Wisdomtree Floating Rate Treas Transaction History
Org Partners LLC
- $450 Million
- Q3 2025
A detailed history of Org Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Org Partners LLC holds 116,816 shares of USFR stock, worth $5.88 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
116,816
Previous 98,163
19.0%
Holding current value
$5.88 Million
Previous $4.94 Million
18.91%
% of portfolio
1.3%
Previous 1.24%
Shares
5 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