Everett Harris & CO Wisdomtree Floating Rate Treas Transaction History
Everett Harris & CO
- $8 Billion
- Q3 2025
A detailed history of Everett Harris & CO transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Everett Harris & CO holds 26,700 shares of USFR stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,700
Previous 22,700
17.62%
Holding current value
$1.34 Million
Previous $1.14 Million
17.51%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
610Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio