Encompass More Asset Management Wisdomtree Floating Rate Treas Transaction History
Encompass More Asset Management
- $303 Billion
- Q4 2024
A detailed history of Encompass More Asset Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Encompass More Asset Management holds 599,245 shares of USFR stock, worth $30.2 Million. This represents 9.94% of its overall portfolio holdings.
Number of Shares
599,245
Previous 383,168
56.39%
Holding current value
$30.2 Million
Previous $19.2 Billion
56.7%
% of portfolio
9.94%
Previous 7.33%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
550Shares Held
219MCall 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$985 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio