Morris Retirement Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 5,937 shares of USFR stock, worth $298,927. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,937
Previous 8,562 30.66%
Holding current value
$298,927
Previous $430,000 30.7%
% of portfolio
0.13%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$50.23 - $50.48 $131,853 - $132,510
-2,625 Reduced 30.66%
5,937 $298,000
Q2 2025

Jul 08, 2025
BUY
$50.28 - $50.47 $61,995 - $62,229
1,233 Added 16.82%
8,562 $430,000
Q1 2025

Apr 10, 2025
BUY
$50.29 - $50.5 $163,492 - $164,175
3,251 Added 79.72%
7,329 $368,000
Q4 2024

Jan 13, 2025
BUY
$50.23 - $50.46 $204,837 - $205,775
4,078 New
4,078 $205,000

Others Institutions Holding USFR

# of Institutions
610
Shares Held
249M
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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