Cassia Capital Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Cassia Capital Partners, LLC
- $150 Million
- Q1 2024
A detailed history of Cassia Capital Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 503,313 shares of USFR stock, worth $25.3 Million. This represents 16.82% of its overall portfolio holdings.
Number of Shares
503,313Holding current value
$25.3 Million% of portfolio
16.82%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
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Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio