Morton Capital Management Llc/Ca Wisdomtree Floating Rate Treas Transaction History
Morton Capital Management Llc/Ca
- $421 Billion
- Q2 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 325,884 shares of USFR stock, worth $16.4 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
325,884
Previous 230,112
41.62%
Holding current value
$16.4 Million
Previous $11.6 Billion
41.68%
% of portfolio
3.89%
Previous 3.12%
Shares
6 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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio