Cobblestone Capital Advisors LLC Wisdomtree Floating Rate Treas Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 25,491 shares of USFR stock, worth $1.28 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
25,491
Previous 22,755
12.02%
Holding current value
$1.28 Million
Previous $1.14 Million
12.06%
% of portfolio
0.08%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio