Middleton & CO Inc Wisdomtree Floating Rate Treas Call Options Transaction History

Middleton & CO Inc

$898 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$659 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.19M
Shares

$412 Million
0.11% of portfolio

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.