Elser Financial Planning, Inc Wisdomtree Floating Rate Treas Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
A detailed history of Elser Financial Planning, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Elser Financial Planning, Inc holds 19,875 shares of USFR stock, worth $1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,875Holding current value
$1 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
606Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
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Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
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Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio