Crestwood Advisors Group LLC Wisdomtree Floating Rate Treas Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 70,884 shares of USFR stock, worth $3.57 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
70,884
Previous 70,884
-0.0%
Holding current value
$3.57 Million
Previous $3.57 Million
0.2%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
522Shares Held
223MCall 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
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$891 Million22.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio