Capital Investment Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Capital Investment Advisory Services, LLC
- $885 Million
- Q1 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 61,192 shares of USFR stock, worth $3.08 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
61,192
Previous 47,717
28.24%
Holding current value
$3.08 Million
Previous $2.4 Million
28.37%
% of portfolio
0.35%
Previous 0.23%
Shares
5 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