Cabot Wealth Management Inc Wisdomtree Floating Rate Treas Transaction History
Cabot Wealth Management Inc
- $760 Million
- Q2 2024
A detailed history of Cabot Wealth Management Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cabot Wealth Management Inc holds 318,868 shares of USFR stock, worth $16.1 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
318,868
Previous 374,534
14.86%
Holding current value
$16.1 Million
Previous $18.8 Million
14.83%
% of portfolio
2.11%
Previous 2.47%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares 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$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio