Institutional & Family Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	SELL	$50.2 - $50.39 $10,742 - $10,783	-214 Reduced 82.63%	45 $2,000
Q3 2022 Nov 07, 2022	SELL	$50.24 - $50.38 $17,835 - $17,884	-355 Reduced 57.82%	259 $13,000
Q1 2022 May 11, 2022	BUY	$50.18 - $50.3 $30,810 - $30,884	614 New	614 $31,000

Others Institutions Holding USFR

# of Institutions

527

Shares Held

228M

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
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$798 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$660 Million
0.34% of portfolio

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