Ifp Advisors, Inc Wisdomtree Floating Rate Treas Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ifp Advisors, Inc holds 51,592 shares of USFR stock, worth $2.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
51,592
Previous 77,145
33.12%
Holding current value
$2.6 Million
Previous $3.88 Million
33.15%
% of portfolio
0.08%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
253MCall 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
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio