Modern Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,386 shares of USFR stock, worth $1.93 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
38,386
Previous 34,560 11.07%
Holding current value
$1.93 Million
Previous $1.74 Billion 10.87%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 05, 2024
BUY
$50.2 - $50.48 $192,065 - $193,136
3,826 Added 11.07%
38,386 $1.93 Billion
Q2 2024

Aug 07, 2024
BUY
$50.28 - $50.52 $25,039 - $25,158
498 Added 1.46%
34,560 $1.74 Billion
Q1 2024

May 13, 2024
BUY
$50.23 - $50.46 $1.71 Million - $1.72 Million
34,062 New
34,062 $1.72 Billion

Others Institutions Holding USFR

# of Institutions
564
Shares Held
229M
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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