Creekmur Asset Management LLC Wisdomtree Floating Rate Treas Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5,898 shares of USFR stock, worth $297,259. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,898
Previous 5,968
1.17%
Holding current value
$297,259
Previous $300 Million
1.35%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
564Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% 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