Cascade Investment Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
Cascade Investment Advisors, Inc.
- $153 Million
- Q2 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 14,922 shares of USFR stock, worth $751,471. This represents 0.49% of its overall portfolio holdings.
Number of Shares
14,922
Previous 13,462
10.85%
Holding current value
$751,471
Previous $677,000
10.78%
% of portfolio
0.49%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
608Shares 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$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio