Retirement Capital Strategies Wisdomtree Floating Rate Treas Transaction History

Retirement Capital Strategies

  • $257 Million
  • Q4 2024

A detailed history of Retirement Capital Strategies transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Retirement Capital Strategies holds 10,379 shares of USFR stock, worth $522,582. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,379
Holding current value
$522,582
% of portfolio
0.2%

Shares

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

Feb 07, 2025
BUY
$50.23 - $50.46 $521,337 - $523,724
10,379 New
10,379 $522,000
Q4 2022

Feb 07, 2023
SELL
$50.2 - $50.39 $212,396 - $213,200
-4,231 Reduced 1.84%
225,669 $11.3 Million
Q3 2022

Nov 10, 2022
BUY
$50.24 - $50.38 $11.6 Million - $11.6 Million
229,900 New
229,900 $11.6 Million

Others Institutions Holding USFR

# of Institutions
584
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 Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies 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 Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email