Client First Capital LLC Wisdomtree Floating Rate Treas Transaction History
Client First Capital LLC
- $190 Million
- Q1 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 10,000 shares of USFR stock, worth $503,100. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,000Holding current value
$503,100% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
226MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Morgan Stanley New York, NY19.2MShares$968 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$751 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio