Financial Planning & Information Services, Inc. Wisdomtree Floating Rate Treas Call Options Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USFR

# of Institutions

522

Shares Held

223M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

19.5M
Shares

$983 Million
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

17.7M
Shares

$891 Million
22.36% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$650 Million
0.3% of portfolio

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