Integrated Capital Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Integrated Capital Management, Inc.
- $116 Million
- Q1 2024
A detailed history of Integrated Capital Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Integrated Capital Management, Inc. holds 10,071 shares of USFR stock, worth $507,175. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,071
Previous 5,166
94.95%
Holding current value
$507,175
Previous $259,000
95.37%
% of portfolio
0.44%
Previous 0.22%
Shares
6 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
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio