Ehrlich Financial Group Wisdomtree Floating Rate Treas Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ehrlich Financial Group holds 13,738 shares of USFR stock, worth $693,082. This represents 0.49% of its overall portfolio holdings.
Number of Shares
13,738
Previous 12,802
7.31%
Holding current value
$693,082
Previous $643 Million
7.53%
% of portfolio
0.49%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
586Shares 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