Mason & Associates Inc Wisdomtree Floating Rate Treas Transaction History
Mason & Associates Inc
- $368 Million
- Q2 2024
A detailed history of Mason & Associates Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Mason & Associates Inc holds 379,763 shares of USFR stock, worth $19.1 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
379,763
Previous 569,990
33.37%
Holding current value
$19.1 Million
Previous $28.7 Million
33.35%
% of portfolio
5.19%
Previous 7.81%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio