Captrust Financial Advisors Wisdomtree Floating Rate Treas Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 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 4,739,666 shares of USFR stock, worth $238 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
4,739,666
Previous 4,617,542
2.64%
Holding current value
$238 Million
Previous $232 Million
2.69%
% of portfolio
0.77%
Previous 0.77%
Shares
11 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