Morton Capital Management Llc/Ca Wisdomtree Floating Rate Treas Transaction History
Morton Capital Management Llc/Ca
- $508 Billion
- Q3 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 1,198,840 shares of USFR stock, worth $60.5 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
1,198,840
Previous 325,884
267.87%
Holding current value
$60.5 Million
Previous $16.4 Billion
267.22%
% of portfolio
11.85%
Previous 3.89%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio