Premier Path Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Premier Path Wealth Partners, LLC

$777 Billion
Q3 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 46,215 shares of USFR stock, worth $2.33 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

46,215

Previous 45,712 1.1%

Holding current value

$2.33 Million

Previous $2.3 Billion 1.02%

% of portfolio

0.3%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$50.23 - $50.48 $25,265 - $25,391	503 Added 1.1%	46,215 $2.32 Billion
Q2 2025 Aug 04, 2025	SELL	$50.28 - $50.47 $84,621 - $84,941	-1,683 Reduced 3.55%	45,712 $2.3 Billion
Q1 2025 Apr 21, 2025	BUY	$50.29 - $50.5 $143,376 - $143,975	2,851 Added 6.4%	47,395 $2.39 Billion
Q4 2024 Jan 15, 2025	BUY	$50.23 - $50.46 $1,758 - $1,766	35 Added 0.08%	44,544 $2.24 Billion
Q3 2024 Oct 15, 2024	BUY	$50.2 - $50.48 $5,622 - $5,653	112 Added 0.25%	44,509 $2.24 Billion

Q2 2024 Jul 24, 2024	BUY	$50.28 - $50.52 $2.23 Million - $2.24 Million	44,397 New	44,397 $2.23 Billion

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

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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Premier Path Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History