Caldwell Sutter Capital, Inc. Wisdomtree Floating Rate Treas Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q3 2024
A detailed history of Caldwell Sutter Capital, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 9,948 shares of USFR stock, worth $500,384. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,948
Previous 10,554
5.74%
Holding current value
$500,384
Previous $531 Million
5.92%
% of portfolio
0.23%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$985 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$982 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$890 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$649 Million0.3% of portfolio