Aptus Capital Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 169,471 shares of USFR stock, worth $8.52 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
169,471
Previous 131,718
28.66%
Holding current value
$8.52 Million
Previous $6.63 Million
28.43%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
517Shares 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio