Main Street Research LLC Wisdomtree Floating Rate Treas Transaction History

Main Street Research LLC

$1.46 Billion
Q1 2025

A detailed history of Main Street Research LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Main Street Research LLC holds 6,561 shares of USFR stock, worth $330,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,561

Holding current value

$330,083

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$50.29 - $50.5 $329,952 - $331,330	6,561 New	6,561 $330,000

Others Institutions Holding USFR

# of Institutions

603

Shares Held

226M

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

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Main Street Research LLC Wisdomtree Floating Rate Treas Transaction History