Kovack Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History

Kovack Advisors, Inc.

$907 Million
Q1 2025

A detailed history of Kovack Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kovack Advisors, Inc. holds 4,765 shares of USFR stock, worth $239,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,765

Holding current value

$239,727

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$50.29 - $50.5 $239,631 - $240,632	4,765 New	4,765 $239,000

Others Institutions Holding USFR

# of Institutions

605

Shares Held

227M

Call Options Held

Put Options Held

Summit Trail Advisors, LLC New York, NY

27.3M
Shares

$1.38 Billion
45.91% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$968 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

14.9M
Shares

$751 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.6M
Shares

$634 Million
0.27% of portfolio
Jpmorgan Chase & CO New York, NY

10M
Shares

$503 Million
0.04% of portfolio

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Kovack Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History