Ifg Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Ifg Advisory, LLC
- $2.09 Billion
- Q3 2025
A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ifg Advisory, LLC holds 292,839 shares of USFR stock, worth $14.7 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
292,839
Previous 179,572
63.08%
Holding current value
$14.7 Million
Previous $9.03 Million
62.95%
% of portfolio
0.7%
Previous 0.47%
Shares
14 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