Redmont Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Redmont Wealth Advisors LLC

$67.2 Million
Q3 2025

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 535 shares of USFR stock, worth $26,937. This represents 0.04% of its overall portfolio holdings.

Number of Shares

535

Previous 4,937 89.16%

Holding current value

$26,937

Previous $248,000 89.52%

% of portfolio

0.04%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$50.23 - $50.48 $221,112 - $222,212	-4,402 Reduced 89.16%	535 $26,000
Q1 2025 Apr 28, 2025	SELL	$50.29 - $50.5 $52,854 - $53,075	-1,051 Reduced 17.55%	4,937 $248,000
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

605

Shares Held

233M

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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Redmont Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History