Aspetuck Financial Management LLC Wisdomtree Floating Rate Treas Transaction History
Aspetuck Financial Management LLC
- $146 Billion
- Q3 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 68,669 shares of USFR stock, worth $3.46 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
68,669
Previous 74,205
7.46%
Holding current value
$3.46 Million
Previous $3.73 Billion
7.53%
% of portfolio
2.36%
Previous 2.81%
Shares
4 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
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio