J.W. Cole Advisors, Inc. Wisdomtree Floating Rate Treas Call Options Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding USFR
# of Institutions
603Shares Held
253MCall Options Held
0Put Options Held
0- 
    
      Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
- 
    
      Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
- 
    
      Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio