A detailed history of Global Wealth Strategies & Associates transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 146,465 shares of USFR stock, worth $7.36 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
146,465
Previous 142,054 3.11%
Holding current value
$7.36 Million
Previous $7.15 Billion 2.92%
% of portfolio
2.42%
Previous 2.56%

Shares

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

Oct 01, 2024

BUY
$50.2 - $50.48 $221,432 - $222,667
4,411 Added 3.11%
146,465 $7.36 Billion
Q2 2024

Jul 02, 2024

BUY
$50.28 - $50.52 $297,104 - $298,522
5,909 Added 4.34%
142,054 $7.15 Billion
Q1 2024

Apr 01, 2024

BUY
$50.23 - $50.46 $862,850 - $866,801
17,178 Added 14.44%
136,145 $6.85 Billion
Q4 2023

Jan 02, 2024

BUY
$50.21 - $50.49 $5.97 Million - $6.01 Million
118,967 New
118,967 $5.98 Billion

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.