Ehrlich Financial Group Wisdomtree Floating Rate Treas Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ehrlich Financial Group holds 13,738 shares of USFR stock, worth $692,395. This represents 0.49% of its overall portfolio holdings.
Number of Shares
13,738
Previous 12,802
7.31%
Holding current value
$692,395
Previous $643 Million
7.53%
% of portfolio
0.49%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
564Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio