Geo Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Geo Wealth Management, LLC holds 116,311 shares of USFR stock, worth $5.86 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

116,311

Previous 345 33613.33%

Holding current value

$5.86 Million

Previous $17,000 34323.53%

% of portfolio

0.2%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$50.23 - $50.46 $5.82 Million - $5.85 Million	115,966 Added 33613.33%	116,311 $5.85 Million
Q3 2024 Nov 12, 2024	BUY	$50.2 - $50.48 $17,319 - $17,415	345 New	345 $17,000
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $3.26 Million - $3.28 Million	64,877 Added 1352.45%	69,674 $3.5 Million
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $241,193 - $242,296	4,797 New	4,797 $241,000
Q1 2023 May 12, 2023	SELL	$50.21 - $50.41 $24.3 Million - $24.4 Million	-484,248 Reduced 98.36%	8,064 $403,000
Q4 2022 Feb 13, 2023	BUY	$50.2 - $50.39 $24.5 Million - $24.5 Million	487,158 Added 9452.04%	492,312 $24.7 Million
Q3 2022 Nov 14, 2022	BUY	$50.24 - $50.38 $258,936 - $259,658	5,154 New	5,154 $259,000

Others Institutions Holding USFR

# of Institutions

583

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History