Authentikos Wealth Advisory, LLC Wisdomtree Floating Rate Treas Transaction History

Authentikos Wealth Advisory, LLC

  • $101 Billion
  • Q4 2024

A detailed history of Authentikos Wealth Advisory, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Authentikos Wealth Advisory, LLC holds 8,237 shares of USFR stock, worth $414,897. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,237
Previous 19,599 57.97%
Holding current value
$414,897
Previous $984 Million 57.89%
% of portfolio
0.41%
Previous 0.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$50.23 - $50.46 $570,713 - $573,326
-11,362 Reduced 57.97%
8,237 $415 Million
Q3 2024

Oct 24, 2024
SELL
$50.2 - $50.48 $361,691 - $363,708
-7,205 Reduced 26.88%
19,599 $984 Million
Q2 2024

Jul 25, 2024
BUY
$50.28 - $50.52 $280,461 - $281,800
5,578 Added 26.28%
26,804 $1.35 Billion
Q1 2024

May 13, 2024
BUY
$50.23 - $50.46 $102,921 - $103,392
2,049 Added 10.68%
21,226 $1.07 Billion
Q4 2023

Jan 30, 2024
SELL
$50.21 - $50.49 $486,936 - $489,652
-9,698 Reduced 33.59%
19,177 $963 Million
Q3 2023

Nov 06, 2023
SELL
$50.28 - $50.51 $128,214 - $128,800
-2,550 Reduced 8.11%
28,875 $1.45 Billion
Q2 2023

Jul 20, 2023
BUY
$50.23 - $50.5 $1.09 Million - $1.1 Million
21,730 Added 224.14%
31,425 $1.58 Billion
Q1 2023

Apr 04, 2023
BUY
$50.21 - $50.41 $486,785 - $488,724
9,695 New
9,695 $487 Million

Others Institutions Holding USFR

# of Institutions
585
Shares Held
221M
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 Authentikos Wealth Advisory, LLC Portfolio

Follow Authentikos Wealth Advisory, 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 Authentikos Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Authentikos Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email