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 $500,284. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,948
Previous 10,554
5.74%
Holding current value
$500,284
Previous $531 Million
5.92%
% of portfolio
0.23%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
517Shares 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio