Calton & Associates, Inc. Wisdomtree Floating Rate Treas Transaction History
Calton & Associates, Inc.
- $193 Million
- Q2 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 57,832 shares of USFR stock, worth $2.91 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
57,832
Previous 245,817
76.47%
Holding current value
$2.91 Million
Previous $12.4 Million
76.47%
% of portfolio
1.51%
Previous 6.06%
Shares
7 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$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio