Adalta Capital Management LLC Wisdomtree Floating Rate Treas Transaction History
Adalta Capital Management LLC
- $196 Million
- Q3 2025
A detailed history of Adalta Capital Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Adalta Capital Management LLC holds 26,000 shares of USFR stock, worth $1.31 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
26,000Holding current value
$1.31 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
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Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio