Tobias Financial Advisors, Inc. Wisdomtree Floating Rate Treas Call Options Transaction History
Tobias Financial Advisors, Inc.
- $635 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding USFR
# of Institutions
606Shares Held
251MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
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Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
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Bip Wealth, LLC Atlanta, GA19.5MShares$983 Million36.1% of portfolio
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Morgan Stanley New York, NY17.7MShares$888 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio