Bedell Frazier Investment Counseling, LLC Wisdomtree Floating Rate Treas Transaction History
Bedell Frazier Investment Counseling, LLC
- $399 Million
- Q1 2024
A detailed history of Bedell Frazier Investment Counseling, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bedell Frazier Investment Counseling, LLC holds 12,539 shares of USFR stock, worth $632,717. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,539
Previous 13,050
3.92%
Holding current value
$632,717
Previous $655,000
3.82%
% of portfolio
0.16%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.23 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$665 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$657 Million0.36% of portfolio