Creekmur Asset Management LLC Wisdomtree Floating Rate Treas Transaction History
Creekmur Asset Management LLC
- $437 Billion
- Q4 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5,893 shares of USFR stock, worth $296,830. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,893
Previous 5,898
0.08%
Holding current value
$296,830
Previous $296 Million
0.11%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$969 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$752 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$635 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$504 Million0.04% of portfolio