Wescap Management Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Wescap Management Group, Inc.
- $403 Million
- Q1 2025
A detailed history of Wescap Management Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wescap Management Group, Inc. holds 38,667 shares of USFR stock, worth $1.95 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
38,667
Previous 34,605
11.74%
Holding current value
$1.95 Million
Previous $1.74 Million
11.77%
% of portfolio
0.48%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio