Envision Financial LLC Wisdomtree Floating Rate Treas Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

A detailed history of Envision Financial LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envision Financial LLC holds 329,768 shares of USFR stock, worth $16.6 Million. This represents 9.5% of its overall portfolio holdings.

Number of Shares
329,768
Previous 214,618 53.65%
Holding current value
$16.6 Million
Previous $10.8 Billion 53.53%
% of portfolio
9.5%
Previous 7.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$50.23 - $50.48 $5.78 Million - $5.81 Million
115,150 Added 53.65%
329,768 $16.6 Billion
Q2 2025

Jul 10, 2025
BUY
$50.28 - $50.47 $2.58 Million - $2.59 Million
51,411 Added 31.5%
214,618 $10.8 Billion
Q1 2025

Apr 22, 2025
BUY
$50.29 - $50.5 $1.4 Million - $1.4 Million
27,812 Added 20.54%
163,207 $8.21 Billion
Q4 2024

Jan 13, 2025
BUY
$50.23 - $50.46 $6.8 Million - $6.83 Million
135,395 New
135,395 $6.81 Billion

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
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 Envision Financial LLC Portfolio

Follow Envision Financial 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 Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email