Patriot Financial Group Insurance Agency, LLC Wisdomtree Floating Rate Treas Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$50.27 - $50.39 $2,563 - $2,569	-51 Reduced 4.42%	1,102 $55,000
Q1 2022 May 11, 2022	BUY	$50.18 - $50.3 $57,857 - $57,995	1,153 New	1,153 $58,000

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

19.6M
Shares

$988 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

19.5M
Shares

$985 Million
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

17.7M
Shares

$893 Million
22.36% of portfolio
Bank Of America Corp Charlotte, NC

15.4M
Shares

$775 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$651 Million
0.3% of portfolio

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