Charis Legacy Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Charis Legacy Partners, LLC

  • $67.8 Billion
  • Q4 2025

A detailed history of Charis Legacy Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 85,926 shares of USFR stock, worth $4.33 Million. This represents 6.38% of its overall portfolio holdings.

Number of Shares
85,926
Previous 77,763 10.5%
Holding current value
$4.33 Million
Previous $3.91 Billion 10.61%
% of portfolio
6.38%
Previous 5.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$50.24 - $50.4 $410,109 - $411,415
8,163 Added 10.5%
85,926 $4.32 Billion
Q3 2025

Oct 07, 2025
BUY
$50.23 - $50.48 $1.27 Million - $1.28 Million
25,279 Added 48.17%
77,763 $3.91 Billion
Q2 2025

Jul 07, 2025
BUY
$50.28 - $50.47 $2.4 Million - $2.41 Million
47,796 Added 1019.54%
52,484 $2.64 Billion
Q1 2025

Apr 15, 2025
SELL
$50.29 - $50.5 $129,044 - $129,583
-2,566 Reduced 35.37%
4,688 $236 Million
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $364,368 - $366,036
7,254 New
7,254 $365 Million

Others Institutions Holding USFR

# of Institutions
605
Shares Held
233M
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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