Elmwood Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History
Elmwood Wealth Management, Inc.
- $206 Million
- Q2 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 71,299 shares of USFR stock, worth $3.58 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
71,299
Previous 87,078
18.12%
Holding current value
$3.58 Million
Previous $4.38 Million
18.09%
% of portfolio
1.74%
Previous 2.0%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.13 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$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio