Epg Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,606 shares of USFR stock, worth $81,006. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,606
Previous 1,588
1.13%
Holding current value
$81,006
Previous $79.7 Million
1.37%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio