Defined Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024

A detailed history of Defined Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Defined Wealth Management, LLC holds 8,106 shares of USFR stock, worth $407,407. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,106
Previous 7,909 2.49%
Holding current value
$407,407
Previous $397,000 2.52%
% of portfolio
0.27%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$50.2 - $50.48 $9,889 - $9,944
197 Added 2.49%
8,106 $407,000
Q2 2024

Aug 05, 2024
SELL
$50.28 - $50.52 $233,701 - $234,816
-4,648 Reduced 37.02%
7,909 $397,000
Q1 2024

Apr 15, 2024
SELL
$50.23 - $50.46 $954 - $958
-19 Reduced 0.15%
12,557 $631,000
Q4 2023

Jan 09, 2024
BUY
$50.21 - $50.49 $24,151 - $24,285
481 Added 3.98%
12,576 $631,000
Q3 2023

Oct 24, 2023
BUY
$50.28 - $50.51 $608,136 - $610,918
12,095 New
12,095 $608,000

Others Institutions Holding USFR

# of Institutions
526
Shares Held
232M
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 Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, LLC 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 Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email