Pensionmark Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 19,015 shares of USFR stock, worth $958,356. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,015
Previous 19,015 -0.0%
Holding current value
$958,356
Previous $954,000 -0.0%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$50.2 - $50.48 $487,442 - $490,160
9,710 Added 104.35%
19,015 $954,000
Q2 2024

Aug 14, 2024
SELL
$50.28 - $50.52 $261,154 - $262,400
-5,194 Reduced 35.82%
9,305 $468,000
Q1 2024

May 15, 2024
BUY
$50.23 - $50.46 $728,284 - $731,619
14,499 New
14,499 $729,000

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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