Calton & Associates, Inc. Wisdomtree Floating Rate Treas Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
A detailed history of Calton & Associates, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Calton & Associates, Inc. holds 112,379 shares of USFR stock, worth $5.66 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
112,379
Previous 167,431
32.88%
Holding current value
$5.66 Million
Previous $8.41 Million
32.75%
% of portfolio
2.68%
Previous 3.36%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio