Client First Capital LLC Wisdomtree Floating Rate Treas Transaction History
Client First Capital LLC
- $207 Million
- Q2 2025
A detailed history of Client First Capital LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Client First Capital LLC holds 415,331 shares of USFR stock, worth $20.9 Million. This represents 10.11% of its overall portfolio holdings.
Number of Shares
415,331
Previous 10,000
4053.31%
Holding current value
$20.9 Million
Previous $503,000
4054.08%
% of portfolio
10.11%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
254MCall 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