Elmwood Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Elmwood Wealth Management, Inc.
- $222 Million
- Q3 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 70,469 shares of USFR stock, worth $3.56 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
70,469
Previous 71,299
1.16%
Holding current value
$3.56 Million
Previous $3.59 Million
1.37%
% of portfolio
1.59%
Previous 1.74%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio