Cascade Investment Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Cascade Investment Advisors, Inc.
- $162 Million
- Q3 2025
A detailed history of Cascade Investment Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 7,591 shares of USFR stock, worth $382,206. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,591
Previous 14,922
49.13%
Holding current value
$382,206
Previous $750,000
49.2%
% of portfolio
0.24%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio