Summit Trail Advisors, LLC Wisdomtree Floating Rate Treas Call Options Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 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
607Shares Held
253MCall 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, NY18.7MShares$944 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio
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Ubs Group Ag8.25MShares$415 Million0.07% of portfolio