Fortis Group Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 61,184 shares of USFR stock, worth $3.08 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
61,184
Previous 88,238 30.66%
Holding current value
$3.08 Million
Previous $4.44 Billion 30.74%
% of portfolio
0.53%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$50.23 - $50.48 $1.36 Million - $1.37 Million
-27,054 Reduced 30.66%
61,184 $3.08 Billion
Q2 2025

Aug 08, 2025
SELL
$50.28 - $50.47 $66,671 - $66,923
-1,326 Reduced 1.48%
88,238 $4.44 Billion
Q1 2025

May 02, 2025
SELL
$50.29 - $50.5 $2.05 Million - $2.06 Million
-40,753 Reduced 31.27%
89,564 $4.51 Billion
Q4 2024

Jan 31, 2025
SELL
$50.23 - $50.46 $1.36 Million - $1.37 Million
-27,055 Reduced 17.19%
130,317 $6.56 Billion
Q3 2024

Oct 21, 2024
BUY
$50.2 - $50.48 $48,041 - $48,309
957 Added 0.61%
157,372 $7.9 Billion
Q2 2024

Jul 30, 2024
BUY
$50.28 - $50.52 $93,973 - $94,421
1,869 Added 1.21%
156,415 $7.87 Billion
Q1 2024

Apr 30, 2024
SELL
$50.23 - $50.46 $1.13 Million - $1.14 Million
-22,494 Reduced 12.71%
154,546 $7.77 Billion
Q3 2023

Dec 01, 2023
SELL
$50.28 - $50.51 $853,301 - $857,205
-16,971 Reduced 8.75%
177,040 $8.9 Billion
Q2 2023

Jul 18, 2023
BUY
$50.23 - $50.5 $91,016 - $91,506
1,812 Added 0.94%
194,011 $9.76 Billion
Q1 2023

May 26, 2023
BUY
$50.21 - $50.41 $9.65 Million - $9.69 Million
192,199 New
192,199 $9.67 Billion

Others Institutions Holding USFR

# of Institutions
610
Shares Held
249M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email