Coppell Advisory Solutions LLC Wisdomtree Floating Rate Treas Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 69 shares of USFR stock, worth $3,469. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69
Previous 258
73.26%
Holding current value
$3,469
Previous $13 Million
73.3%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$984 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$981 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$772 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio