Modern Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Modern Wealth Management, LLC holds 525,641 shares of USFR stock, worth $26.5 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
525,641
Previous 38,386 1269.36%
Holding current value
$26.5 Million
Previous $1.93 Billion 1274.54%
% of portfolio
0.93%
Previous 0.12%

Shares

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

Feb 11, 2025
BUY
$50.23 - $50.46 $24.5 Million - $24.6 Million
487,255 Added 1269.36%
525,641 $26.5 Billion
Q3 2024

Nov 05, 2024
BUY
$50.2 - $50.48 $192,065 - $193,136
3,826 Added 11.07%
38,386 $1.93 Billion
Q2 2024

Aug 07, 2024
BUY
$50.28 - $50.52 $25,039 - $25,158
498 Added 1.46%
34,560 $1.74 Billion
Q1 2024

May 13, 2024
BUY
$50.23 - $50.46 $1.71 Million - $1.72 Million
34,062 New
34,062 $1.72 Billion

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
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