Surevest, LLC Wisdomtree Floating Rate Treas Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Surevest, LLC holds 3,383 shares of USFR stock, worth $170,672. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,383

Previous 3,383 -0.0%

Holding current value

$170,672

Previous $170,000 -0.0%

% of portfolio

0.05%

Previous 0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$50.27 - $50.39 $170,063 - $170,469	3,383 New	3,383 $170,000

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

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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