Clear Rock Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Clear Rock Advisors, LLC
- $230 Billion
- Q1 2024
A detailed history of Clear Rock Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Clear Rock Advisors, LLC holds 356,488 shares of USFR stock, worth $17.9 Million. This represents 7.78% of its overall portfolio holdings.
Number of Shares
356,488
Previous 348,312
2.35%
Holding current value
$17.9 Million
Previous $17.6 Billion
2.14%
% of portfolio
7.78%
Previous 7.94%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
231MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio