Ehrlich Financial Group Wisdomtree Floating Rate Treas Transaction History
Ehrlich Financial Group
- $127 Billion
- Q2 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 32,490 shares of USFR stock, worth $1.64 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
32,490
Previous 37,737
13.9%
Holding current value
$1.64 Million
Previous $1.9 Billion
13.87%
% of portfolio
1.29%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio