Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Curran Financial Partners, LLC

  • $322 Million
  • Q4 2024

A detailed history of Curran Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Curran Financial Partners, LLC holds 142,518 shares of USFR stock, worth $7.17 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
142,518
Previous 126,959 12.26%
Holding current value
$7.17 Million
Previous $6.38 Million 12.49%
% of portfolio
2.23%
Previous 2.18%

Shares

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

Jan 22, 2025
BUY
$50.23 - $50.46 $781,528 - $785,107
15,559 Added 12.26%
142,518 $7.17 Million
Q3 2024

Oct 16, 2024
SELL
$50.2 - $50.48 $6.18 Million - $6.22 Million
-123,149 Reduced 49.24%
126,959 $6.38 Million
Q2 2024

Jul 22, 2024
BUY
$50.28 - $50.52 $1.73 Million - $1.74 Million
34,399 Added 15.95%
250,108 $12.6 Million
Q1 2024

May 02, 2024
BUY
$50.23 - $50.46 $2.27 Million - $2.29 Million
45,288 Added 26.57%
215,709 $10.8 Million
Q4 2023

Jan 31, 2024
BUY
$50.21 - $50.49 $8.56 Million - $8.6 Million
170,421 New
170,421 $8.56 Million

Others Institutions Holding USFR

# of Institutions
586
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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