Pacific Capital Wealth Advisors, Inc Wisdomtree Floating Rate Treas Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 195 shares of USFR stock, worth $9,828. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195Holding current value
$9,828% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
533Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio