Haven Private, LLC Wisdomtree Floating Rate Treas Put Options Transaction History

Haven Private, LLC

$177 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding USFR

# of Institutions

606

Shares Held

243M

Call Options Held

0

Put Options Held

0

Summit Trail Advisors, LLC New York, NY

27.3M
Shares

$1.38 Billion
45.91% of portfolio
Jpmorgan Chase & CO New York, NY

20.8M
Shares

$1.05 Billion
0.08% of portfolio
Morgan Stanley New York, NY

18.8M
Shares

$944 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

15.6M
Shares

$787 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$644 Million
0.26% of portfolio

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