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 47,888 shares of USFR stock, worth $2.42 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
47,888
Previous 105,355 54.55%
Holding current value
$2.42 Million
Previous $5.3 Million 54.62%
% of portfolio
0.26%
Previous 0.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track First Heartland Consultants, Inc. Portfolio

Follow First Heartland Consultants, Inc. 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 First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

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