Encompass More Asset Management Wisdomtree Floating Rate Treas Transaction History
Encompass More Asset Management
- $335 Billion
- Q1 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 284,166 shares of USFR stock, worth $14.3 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
284,166
Previous 599,245
52.58%
Holding current value
$14.3 Million
Previous $30.2 Billion
52.57%
% of portfolio
4.27%
Previous 9.94%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
615Shares Held
247MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$944 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$644 Million0.26% of portfolio