Bedell Frazier Investment Counseling, LLC Wisdomtree Floating Rate Treas Transaction History
Bedell Frazier Investment Counseling, LLC
- $418 Million
- Q3 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 12,182 shares of USFR stock, worth $614,703. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,182
Previous 11,193
8.84%
Holding current value
$614,703
Previous $563,000
8.53%
% of portfolio
0.15%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio