Redmont Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Redmont Wealth Advisors LLC

  • $56.1 Million
  • Q4 2024

A detailed history of Redmont Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 5,988 shares of USFR stock, worth $301,615. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,988
Previous 6,058 1.16%
Holding current value
$301,615
Previous $304,000 0.99%
% of portfolio
0.54%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$50.23 - $50.46 $3,516 - $3,532
-70 Reduced 1.16%
5,988 $301,000
Q2 2024

Jul 10, 2024
BUY
$50.28 - $50.52 $18,452 - $18,540
367 Added 6.45%
6,058 $304,000
Q1 2024

Apr 19, 2024
SELL
$50.23 - $50.46 $70,874 - $71,199
-1,411 Reduced 19.87%
5,691 $286,000
Q4 2023

Jan 31, 2024
SELL
$50.21 - $50.49 $429,797 - $432,194
-8,560 Reduced 54.65%
7,102 $356,000
Q3 2023

Oct 25, 2023
BUY
$50.28 - $50.51 $787,485 - $791,087
15,662 New
15,662 $788,000

Others Institutions Holding USFR

# of Institutions
585
Shares Held
221M
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
Track This Portfolio

Track Redmont Wealth Advisors LLC Portfolio

Follow Redmont Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email