Hf Advisory Group, LLC Wisdomtree Floating Rate Treas Transaction History
Hf Advisory Group, LLC
- $272 Billion
- Q3 2025
A detailed history of Hf Advisory Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Hf Advisory Group, LLC holds 28,992 shares of USFR stock, worth $1.46 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
28,992
Previous 26,897
7.79%
Holding current value
$1.46 Million
Previous $1.35 Billion
7.71%
% of portfolio
0.54%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
267MCall 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
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% 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