Aj Wealth Strategies, LLC Wisdomtree Floating Rate Treas Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,529,063 shares of USFR stock, worth $77.1 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
1,529,063
Previous 1,307,301 16.96%
Holding current value
$77.1 Million
Previous $65.7 Million 17.08%
% of portfolio
3.72%
Previous 3.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$50.23 - $50.5 $11.1 Million - $11.2 Million
221,762 Added 16.96%
1,529,063 $76.9 Million
Q1 2023

Apr 28, 2023
BUY
$50.21 - $50.41 $3.87 Million - $3.88 Million
76,999 Added 6.26%
1,307,301 $65.7 Million
Q4 2022

Jan 25, 2023
BUY
$50.2 - $50.39 $61.8 Million - $62 Million
1,230,302 New
1,230,302 $61.8 Million

Others Institutions Holding USFR

# of Institutions
572
Shares Held
219M
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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