J.W. Cole Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 50,922 shares of USFR stock, worth $2.57 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
50,922
Previous 205,183
75.18%
Holding current value
$2.57 Million
Previous $10.3 Million
75.23%
% of portfolio
0.11%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio