Envestnet Asset Management Inc Wisdomtree Floating Rate Treas Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 2024
A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,774,472 shares of USFR stock, worth $89.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,774,472
Previous 2,553,526
30.51%
Holding current value
$89.5 Million
Previous $128 Million
30.63%
% of portfolio
0.03%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
528Shares 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