Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 158,923 shares of USFR stock, worth $8.01 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

158,923

Previous 143,674 10.61%

Holding current value

$8.01 Million

Previous $7.24 Billion 10.46%

% of portfolio

2.81%

Previous 3.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.23 - $50.46 $765,957 - $769,464	15,249 Added 10.61%	158,923 $8 Billion
Q3 2024 Nov 06, 2024	BUY	$50.2 - $50.48 $697,579 - $701,470	13,896 Added 10.71%	143,674 $7.24 Billion
Q2 2024 Aug 13, 2024	SELL	$50.28 - $50.52 $2.28 Million - $2.29 Million	-45,353 Reduced 25.9%	129,778 $6.53 Billion
Q1 2024 Apr 30, 2024	SELL	$50.23 - $50.46 $1.35 Million - $1.35 Million	-26,829 Reduced 13.28%	175,131 $8.81 Billion
Q4 2023 Feb 05, 2024	BUY	$50.21 - $50.49 $1.62 Million - $1.63 Million	32,250 Added 19.0%	201,960 $10.1 Billion
Q3 2023 Oct 30, 2023	BUY	$50.28 - $50.51 $3.11 Million - $3.12 Million	61,792 Added 57.26%	169,710 $8.54 Billion
Q2 2023 Aug 07, 2023	BUY	$50.23 - $50.5 $795,140 - $799,415	15,830 Added 17.19%	107,918 $5.43 Billion
Q1 2023 Apr 18, 2023	BUY	$50.21 - $50.41 $89,273 - $89,628	1,778 Added 1.97%	92,088 $4.63 Billion
Q4 2022 Feb 07, 2023	BUY	$50.2 - $50.39 $4.53 Million - $4.55 Million	90,310 New	90,310 $4.54 Billion

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History