Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Team Financial Group, LLC

  • $168 Billion
  • Q3 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Team Financial Group, LLC holds 418,460 shares of USFR stock, worth $21 Million. This represents 12.5% of its overall portfolio holdings.

Number of Shares
418,460
Previous 406,598 2.92%
Holding current value
$21 Million
Previous $20.5 Billion 2.73%
% of portfolio
12.5%
Previous 13.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$50.2 - $50.48 $595,472 - $598,793
11,862 Added 2.92%
418,460 $21 Billion
Q2 2024

Aug 13, 2024
SELL
$50.28 - $50.52 $423,206 - $425,226
-8,417 Reduced 2.03%
406,598 $20.5 Billion
Q1 2024

May 10, 2024
BUY
$50.23 - $50.46 $221,212 - $222,225
4,404 Added 1.07%
415,015 $20.9 Billion
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $3.93 Million - $3.96 Million
78,353 Added 23.58%
410,611 $20.6 Billion
Q3 2023

Nov 15, 2023
BUY
$50.28 - $50.51 $16.7 Million - $16.8 Million
332,258 New
332,258 $16.7 Billion

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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 Team Financial Group, LLC Portfolio

Follow Team Financial Group, 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 Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email