Guardian Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 417,628 shares of USFR stock, worth $21.1 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

417,628

Previous 168,627 147.66%

Holding current value

$21.1 Million

Previous $8.47 Million 148.17%

% of portfolio

1.78%

Previous 1.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.23 - $50.46 $12.5 Million - $12.6 Million	249,001 Added 147.66%	417,628 $21 Million
Q3 2024 Nov 14, 2024	SELL	$50.2 - $50.48 $3.15 Million - $3.17 Million	-62,721 Reduced 27.11%	168,627 $8.47 Million
Q2 2024 Aug 14, 2024	BUY	$50.28 - $50.52 $6.91 Million - $6.94 Million	137,359 Added 146.14%	231,348 $11.6 Million
Q1 2024 May 15, 2024	BUY	$50.23 - $50.46 $112,464 - $112,979	2,239 Added 2.44%	93,989 $4.73 Million
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $4.61 Million - $4.63 Million	91,750 New	91,750 $4.61 Million

Others Institutions Holding USFR

# of Institutions

580

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History