Captrust Financial Advisors Wisdomtree Floating Rate Treas Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
A detailed history of Captrust Financial Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Captrust Financial Advisors holds 6,273,301 shares of USFR stock, worth $317 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
6,273,301
Previous 5,093,878
23.15%
Holding current value
$317 Million
Previous $256 Million
23.18%
% of portfolio
0.81%
Previous 0.75%
Shares
14 transactions
Others Institutions Holding USFR
# of Institutions
616Shares Held
248MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio