Resurgent Financial Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 13,159 shares of USFR stock, worth $663,871. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,159
Previous 9,965 32.05%
Holding current value
$663,871
Previous $500,000 32.4%
% of portfolio
0.39%
Previous 0.29%

Shares

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

Feb 13, 2025
BUY
$50.23 - $50.46 $160,434 - $161,169
3,194 Added 32.05%
13,159 $662,000
Q3 2024

Nov 14, 2024
BUY
$50.2 - $50.48 $500,243 - $503,033
9,965 New
9,965 $500,000
Q4 2023

Feb 09, 2024
BUY
$50.21 - $50.49 $96,804 - $97,344
1,928 Added 33.51%
7,681 $385,000
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $289,260 - $290,584
5,753 New
5,753 $289,000

Others Institutions Holding USFR

# of Institutions
575
Shares Held
219M
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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