Captrust Financial Advisors Wisdomtree Floating Rate Treas Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Captrust Financial Advisors holds 4,847,514 shares of USFR stock, worth $244 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
4,847,514
Previous 4,739,666
2.28%
Holding current value
$244 Million
Previous $238 Million
2.09%
% of portfolio
0.74%
Previous 0.77%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio