Lido Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Lido Advisors, LLC
- $25.9 Billion
- Q2 2025
A detailed history of Lido Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lido Advisors, LLC holds 1,300,097 shares of USFR stock, worth $65.5 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,300,097
Previous 1,515,292
14.2%
Holding current value
$65.5 Million
Previous $76.3 Million
14.24%
% of portfolio
0.25%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.13 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$944 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio