Goldstone Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 5,658 shares of USFR stock, worth $284,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,658
Previous 41,417 86.34%
Holding current value
$284,880
Previous $2.08 Billion 86.36%
% of portfolio
0.03%
Previous 0.28%

Shares

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

Oct 17, 2025
SELL
$50.23 - $50.48 $1.8 Million - $1.81 Million
-35,759 Reduced 86.34%
5,658 $284 Million
Q2 2025

Jul 08, 2025
SELL
$50.28 - $50.47 $1.64 Million - $1.64 Million
-32,519 Reduced 43.98%
41,417 $2.08 Billion
Q1 2025

Apr 16, 2025
BUY
$50.29 - $50.5 $56,626 - $56,863
1,126 Added 1.55%
73,936 $3.72 Billion
Q4 2024

Jan 14, 2025
BUY
$50.23 - $50.46 $155,411 - $156,123
3,094 Added 4.44%
72,810 $3.66 Billion
Q3 2024

Oct 28, 2024
BUY
$50.2 - $50.48 $3.5 Million - $3.52 Million
69,716 New
69,716 $3.5 Billion
Q2 2024

Jan 15, 2025
SELL
$50.28 - $50.52 $616,835 - $619,779
-12,268 Reduced 16.85%
60,542 $3.05 Billion
Q1 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $596,732 - $599,464
11,880 Added 28.83%
53,090 $2.67 Billion
Q4 2023

Jan 15, 2025
BUY
$50.21 - $50.49 $548,644 - $551,704
10,927 Added 36.08%
41,210 $2.07 Billion
Q3 2023

Jan 15, 2025
BUY
$50.28 - $50.51 $146,415 - $147,085
2,912 Added 10.64%
30,283 $1.52 Billion
Q2 2023

Jan 15, 2025
BUY
$50.23 - $50.5 $392,547 - $394,657
7,815 Added 39.96%
27,371 $1.38 Billion
Q1 2023

Jan 15, 2025
SELL
$50.21 - $50.41 $2.67 Million - $2.68 Million
-53,254 Reduced 73.14%
19,556 $983 Million

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
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email