Ifg Advisory, LLC Wisdomtree Floating Rate Treas Transaction History
Ifg Advisory, LLC
- $1.91 Billion
- Q2 2025
A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ifg Advisory, LLC holds 179,572 shares of USFR stock, worth $9.05 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
179,572
Previous 155,105
15.77%
Holding current value
$9.05 Million
Previous $7.81 Million
15.73%
% of portfolio
0.47%
Previous 0.45%
Shares
13 transactions
Others Institutions Holding USFR
# of Institutions
607Shares Held
249MCall 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, SC12.8MShares$644 Million0.26% of portfolio