Fortis Capital Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Fortis Capital Advisors, LLC
- $238 Billion
- Q1 2024
A detailed history of Fortis Capital Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 15,423 shares of USFR stock, worth $776,702. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,423Holding current value
$776,702% of portfolio
0.33%Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
497Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
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Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio