Everett Harris & CO Wisdomtree Floating Rate Treas Transaction History
Everett Harris & CO
- $7.69 Billion
- Q2 2025
A detailed history of Everett Harris & CO transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Everett Harris & CO holds 22,700 shares of USFR stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,700
Previous 18,900
20.11%
Holding current value
$1.14 Million
Previous $951,000
20.08%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
254MCall 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$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio