Crestwood Advisors Group LLC Wisdomtree Floating Rate Treas Transaction History
Crestwood Advisors Group LLC
- $4.5 Billion
- Q1 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 32,614 shares of USFR stock, worth $1.65 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,614
Previous 27,704
17.72%
Holding current value
$1.65 Million
Previous $1.39 Million
17.9%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.23 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$665 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$657 Million0.36% of portfolio