Berger Financial Group, Inc Wisdomtree Floating Rate Treas Transaction History

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Berger Financial Group, Inc holds 20,996 shares of USFR stock, worth $1.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,996
Previous 12,325 70.35%
Holding current value
$1.06 Million
Previous $618,000 70.87%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$50.23 - $50.46 $435,544 - $437,538
8,671 Added 70.35%
20,996 $1.06 Million
Q3 2024

Nov 12, 2024
SELL
$50.2 - $50.48 $48,292 - $48,561
-962 Reduced 7.24%
12,325 $618,000
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $132,940 - $133,574
2,644 Added 24.84%
13,287 $668,000
Q1 2024

Apr 16, 2024
BUY
$50.23 - $50.46 $534,597 - $537,045
10,643 New
10,643 $535,000

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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