Creekmur Asset Management LLC Wisdomtree Floating Rate Treas Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 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 5,898 shares of USFR stock, worth $297,023. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,898
Previous 5,968
1.17%
Holding current value
$297,023
Previous $300 Million
1.35%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
552Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio