Leo Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Leo Wealth, LLC holds 328,629 shares of USFR stock, worth $16.5 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
328,629
Previous 366,072 10.23%
Holding current value
$16.5 Million
Previous $18.4 Billion 10.05%
% of portfolio
1.48%
Previous 1.68%

Shares

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

Jan 27, 2025
SELL
$50.23 - $50.46 $1.88 Million - $1.89 Million
-37,443 Reduced 10.23%
328,629 $16.5 Billion
Q3 2024

Oct 21, 2024
BUY
$50.2 - $50.48 $2.02 Million - $2.03 Million
40,193 Added 12.33%
366,072 $18.4 Billion
Q2 2024

Jul 17, 2024
BUY
$50.28 - $50.52 $931,990 - $936,438
18,536 Added 6.03%
325,879 $16.4 Billion
Q1 2024

May 09, 2024
SELL
$50.23 - $50.46 $982,197 - $986,694
-19,554 Reduced 5.98%
307,343 $15.5 Billion
Q4 2023

Mar 14, 2024
BUY
$50.21 - $50.49 $16.4 Million - $16.5 Million
326,897 New
326,897 $16.4 Billion

Others Institutions Holding USFR

# of Institutions
552
Shares Held
219M
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email