Encompass More Asset Management Wisdomtree Floating Rate Treas Transaction History
Encompass More Asset Management
- $410 Million
- Q3 2025
A detailed history of Encompass More Asset Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Encompass More Asset Management holds 881,250 shares of USFR stock, worth $44.4 Million. This represents 10.81% of its overall portfolio holdings.
Number of Shares
881,250
Previous 463,131
90.28%
Holding current value
$44.4 Million
Previous $23.3 Million
90.13%
% of portfolio
10.81%
Previous 6.85%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
602Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio