Org Partners LLC Wisdomtree Floating Rate Treas Transaction History

Org Partners LLC

$588 Million
Q3 2024

A detailed history of Org Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Org Partners LLC holds 6,311 shares of USFR stock, worth $317,317. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,311

Holding current value

$317,317

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$50.2 - $50.48 $316,812 - $318,579	6,311 New	6,311 $316,000

Others Institutions Holding USFR

# of Institutions

525

Shares Held

232M

Call Options Held

Put Options Held

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
Jpmorgan Chase & CO New York, NY

15.8M
Shares

$797 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$659 Million
0.34% of portfolio

View Full List

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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Account