Kiely Wealth Advisory Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Kiely Wealth Advisory Group, Inc.

$155 Billion
Q4 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 872,130 shares of USFR stock, worth $44 Million. This represents 28.28% of its overall portfolio holdings.

Number of Shares

872,130

Previous 959,299 9.09%

Holding current value

$44 Million

Previous $48.3 Billion 8.97%

% of portfolio

28.28%

Previous 30.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$50.23 - $50.46 $4.38 Million - $4.4 Million	-87,169 Reduced 9.09%	872,130 $44 Billion
Q3 2024 Nov 14, 2024	SELL	$50.2 - $50.48 $35.2 Million - $35.4 Million	-701,541 Reduced 42.24%	959,299 $48.3 Billion
Q2 2024 Aug 13, 2024	BUY	$50.28 - $50.52 $1.58 Million - $1.59 Million	31,498 Added 1.93%	1,660,840 $83.6 Billion
Q1 2024 May 14, 2024	SELL	$50.23 - $50.46 $81,925 - $82,300	-1,631 Reduced 0.1%	1,629,342 $82 Billion
Q4 2023 Feb 08, 2024	BUY	$50.21 - $50.49 $81.9 Million - $82.3 Million	1,630,973 New	1,630,973 $81.9 Billion

Others Institutions Holding USFR

# of Institutions

581

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Kiely Wealth Advisory Group, Inc. Wisdomtree Floating Rate Treas Transaction History