Middleton & CO Inc Wisdomtree Floating Rate Treas Transaction History
Middleton & CO Inc
- $861 Million
- Q1 2024
A detailed history of Middleton & CO Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Middleton & CO Inc holds 89,822 shares of USFR stock, worth $4.53 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
89,822
Previous 107,422
16.38%
Holding current value
$4.53 Million
Previous $5.4 Million
16.29%
% of portfolio
0.52%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio