Kovitz Investment Group Partners, LLC Wisdomtree Floating Rate Treas Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 83,256 shares of USFR stock, worth $4.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
83,256Holding current value
$4.2 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio