Cahill Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History
Cahill Financial Advisors Inc
- $722 Million
- Q1 2024
A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 28,566 shares of USFR stock, worth $1.44 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
28,566
Previous 33,526
14.79%
Holding current value
$1.44 Million
Previous $1.68 Million
14.73%
% of portfolio
0.2%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall 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$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio