Ifp Advisors, Inc Wisdomtree Floating Rate Treas Transaction History
Ifp Advisors, Inc
- $3.59 Billion
- Q3 2025
A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ifp Advisors, Inc holds 22,195 shares of USFR stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,195
Previous 51,592
56.98%
Holding current value
$1.12 Million
Previous $2.6 Million
57.03%
% of portfolio
0.03%
Previous 0.08%
Shares
16 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