First Heartland Consultants, Inc. Wisdomtree Floating Rate Treas Transaction History

First Heartland Consultants, Inc.

$962 Million
Q4 2024

A detailed history of First Heartland Consultants, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 12,869 shares of USFR stock, worth $648,726. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,869

Previous 47,888 73.13%

Holding current value

$648,726

Previous $2.41 Million 73.1%

% of portfolio

0.07%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.23 - $50.46 $1.76 Million - $1.77 Million	-35,019 Reduced 73.13%	12,869 $647,000
Q3 2024 Nov 05, 2024	SELL	$50.2 - $50.48 $2.88 Million - $2.9 Million	-57,467 Reduced 54.55%	47,888 $2.41 Million
Q2 2024 Jul 25, 2024	BUY	$50.28 - $50.52 $1.11 Million - $1.12 Million	22,106 Added 26.55%	105,355 $5.3 Million
Q1 2024 May 07, 2024	SELL	$50.23 - $50.46 $19.7 Million - $19.7 Million	-391,366 Reduced 82.46%	83,249 $4.19 Million
Q4 2023 Feb 08, 2024	BUY	$50.21 - $50.49 $432,408 - $434,819	8,612 Added 1.85%	474,615 $23.8 Million
Q3 2023 Nov 09, 2023	SELL	$50.28 - $50.51 $3.59 Million - $3.6 Million	-71,352 Reduced 13.28%	466,003 $23.4 Million
Q2 2023 Jul 26, 2023	BUY	$50.23 - $50.5 $25.3 Million - $25.4 Million	503,772 Added 1500.08%	537,355 $27 Million
Q1 2023 Apr 17, 2023	BUY	$50.21 - $50.41 $192,906 - $193,675	3,842 Added 12.92%	33,583 $1.69 Million
Q4 2022 Jan 13, 2023	BUY	$50.2 - $50.39 $1.49 Million - $1.5 Million	29,741 New	29,741 $0

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.

Account

First Heartland Consultants, Inc. Wisdomtree Floating Rate Treas Transaction History