M Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

M Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of M Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, M Wealth Management, LLC holds 87,496 shares of USFR stock, worth $4.41 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
87,496
Previous 103,796 15.7%
Holding current value
$4.41 Million
Previous $5.22 Billion 15.77%
% of portfolio
3.86%
Previous 4.82%

Shares

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

Oct 21, 2025
SELL
$50.23 - $50.48 $818,749 - $822,824
-16,300 Reduced 15.7%
87,496 $4.4 Billion
Q2 2025

Aug 11, 2025
SELL
$50.28 - $50.47 $1.4 Million - $1.4 Million
-27,800 Reduced 21.13%
103,796 $5.22 Billion
Q1 2025

May 14, 2025
SELL
$50.29 - $50.5 $1.29 Million - $1.29 Million
-25,576 Reduced 16.27%
131,596 $6.62 Billion
Q4 2024

Jan 23, 2025
BUY
$50.23 - $50.46 $7.89 Million - $7.93 Million
157,172 New
157,172 $7.91 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
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