Summit Trail Advisors, LLC Wisdomtree Floating Rate Treas Call Options Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio
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Ubs Group Ag6.62MShares$333 Million0.06% of portfolio