Copley Financial Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Copley Financial Group, Inc.
- $131 Billion
- Q1 2025
A detailed history of Copley Financial Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Copley Financial Group, Inc. holds 69 shares of USFR stock, worth $3,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69
Previous 198
65.15%
Holding current value
$3,471
Previous $9.94 Million
65.08%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall 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$944 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