Caldwell Sutter Capital, Inc. Wisdomtree Floating Rate Treas Transaction History
Caldwell Sutter Capital, Inc.
- $202 Billion
- Q2 2024
A detailed history of Caldwell Sutter Capital, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,554 shares of USFR stock, worth $531,816. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,554
Previous 8,675
21.66%
Holding current value
$531,816
Previous $436 Million
21.72%
% of portfolio
0.26%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio