Goldstone Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 72,810 shares of USFR stock, worth $3.68 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
72,810
Previous 69,716 4.44%
Holding current value
$3.68 Million
Previous $3.5 Billion 4.65%
% of portfolio
0.57%
Previous 0.61%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$50.23 - $50.46 $155,411 - $156,123
3,094 Added 4.44%
72,810 $3.66 Billion
Q3 2024

Oct 28, 2024
BUY
$50.2 - $50.48 $3.5 Million - $3.52 Million
69,716 New
69,716 $3.5 Billion
Q2 2024

Jan 15, 2025
SELL
$50.28 - $50.52 $616,835 - $619,779
-12,268 Reduced 16.85%
60,542 $3.05 Billion
Q1 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $596,732 - $599,464
11,880 Added 28.83%
53,090 $2.67 Billion
Q4 2023

Jan 15, 2025
BUY
$50.21 - $50.49 $548,644 - $551,704
10,927 Added 36.08%
41,210 $2.07 Billion
Q3 2023

Jan 15, 2025
BUY
$50.28 - $50.51 $146,415 - $147,085
2,912 Added 10.64%
30,283 $1.52 Billion
Q2 2023

Jan 15, 2025
BUY
$50.23 - $50.5 $392,547 - $394,657
7,815 Added 39.96%
27,371 $1.38 Billion
Q1 2023

Jan 15, 2025
SELL
$50.21 - $50.41 $2.67 Million - $2.68 Million
-53,254 Reduced 73.14%
19,556 $983 Million

Others Institutions Holding USFR

# of Institutions
581
Shares Held
220M
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
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