Aspetuck Financial Management LLC Wisdomtree Floating Rate Treas Transaction History
Aspetuck Financial Management LLC
- $116 Billion
- Q1 2025
A detailed history of Aspetuck Financial Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aspetuck Financial Management LLC holds 78,316 shares of USFR stock, worth $3.94 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
78,316Holding current value
$3.94 Million% of portfolio
3.39%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
614Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio