Sunbelt Securities, Inc. Wisdomtree Floating Rate Treas Transaction History

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 11, 2023	BUY	$50.28 - $50.51 $4,776 - $4,798	95 New	95 $4,000

Others Institutions Holding USFR

# of Institutions

605

Shares Held

253M

Call Options Held

0

Put Options Held

0

Summit Trail Advisors, LLC New York, NY

22.3M
Shares

$1.13 Billion
19.61% of portfolio
Jpmorgan Chase & CO New York, NY

20.8M
Shares

$1.05 Billion
0.08% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$944 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$797 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

15.6M
Shares

$785 Million
0.28% of portfolio

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