Beacon Financial Group Wisdomtree Floating Rate Treas Transaction History

Beacon Financial Group

  • $869 Million
  • Q1 2025

A detailed history of Beacon Financial Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Beacon Financial Group holds 115,316 shares of USFR stock, worth $5.81 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
115,316
Previous 134,163 14.05%
Holding current value
$5.81 Million
Previous $6.75 Million 14.06%
% of portfolio
0.67%
Previous 0.76%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$50.29 - $50.5 $947,815 - $951,773
-18,847 Reduced 14.05%
115,316 $5.8 Million
Q4 2024

Jan 29, 2025
SELL
$50.23 - $50.46 $242,259 - $243,368
-4,823 Reduced 3.47%
134,163 $6.75 Million
Q3 2024

Nov 12, 2024
SELL
$50.2 - $50.48 $653,051 - $656,694
-13,009 Reduced 8.56%
138,986 $6.98 Million
Q2 2024

Aug 06, 2024
SELL
$50.28 - $50.52 $1.14 Million - $1.15 Million
-22,686 Reduced 12.99%
151,995 $7.65 Million
Q1 2024

May 07, 2024
SELL
$50.23 - $50.46 $332,874 - $334,398
-6,627 Reduced 3.66%
174,681 $8.78 Million
Q4 2023

Feb 23, 2024
BUY
$50.21 - $50.49 $9.1 Million - $9.15 Million
181,308 New
181,308 $9.11 Million

Others Institutions Holding USFR

# of Institutions
590
Shares Held
220M
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 Beacon Financial Group Portfolio

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

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email