Private Client Services, LLC Wisdomtree Floating Rate Treas Transaction History

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

A detailed history of Private Client Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Private Client Services, LLC holds 8,504 shares of USFR stock, worth $428,176. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,504
Previous 11,732 27.51%
Holding current value
$428,176
Previous $590 Million 27.57%
% of portfolio
0.14%
Previous 0.23%

Shares

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

Oct 14, 2025
SELL
$50.23 - $50.48 $162,142 - $162,949
-3,228 Reduced 27.51%
8,504 $427 Million
Q2 2025

Jul 01, 2025
BUY
$50.28 - $50.47 $220,025 - $220,856
4,376 Added 59.49%
11,732 $590 Million
Q1 2025

Apr 08, 2025
BUY
$50.29 - $50.5 $66,181 - $66,458
1,316 Added 21.79%
7,356 $370 Million
Q4 2024

Jan 08, 2025
BUY
$50.23 - $50.46 $303,389 - $304,778
6,040 New
6,040 $304 Million

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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