Ehrlich Financial Group Wisdomtree Floating Rate Treas Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 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 12,802 shares of USFR stock, worth $643,428. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,802
Previous 32,490
60.6%
Holding current value
$643,428
Previous $1.63 Billion
60.67%
% of portfolio
0.46%
Previous 1.29%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
231MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio