Sanchez Wealth Management Group Wisdomtree Floating Rate Treas Transaction History

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

A detailed history of Sanchez Wealth Management Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sanchez Wealth Management Group holds 223,946 shares of USFR stock, worth $11.3 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
223,946
Previous 445,550 49.74%
Holding current value
$11.3 Million
Previous $22.4 Million 49.83%
% of portfolio
3.64%
Previous 7.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$50.2 - $50.48 $11.1 Million - $11.2 Million
-221,604 Reduced 49.74%
223,946 $11.2 Million
Q2 2024

Jul 17, 2024
SELL
$50.28 - $50.52 $3.66 Million - $3.68 Million
-72,766 Reduced 14.04%
445,550 $22.4 Million
Q1 2024

May 07, 2024
SELL
$50.23 - $50.46 $12.6 Million - $12.6 Million
-250,381 Reduced 32.57%
518,316 $26.1 Million
Q4 2023

Jan 16, 2024
SELL
$50.21 - $50.49 $9.83 Million - $9.89 Million
-195,790 Reduced 20.3%
768,697 $38.6 Million
Q3 2023

Oct 27, 2023
BUY
$50.28 - $50.51 $6.3 Million - $6.33 Million
125,302 Added 14.93%
964,487 $48.5 Million
Q2 2023

Aug 01, 2023
BUY
$50.23 - $50.5 $4.44 Million - $4.46 Million
88,388 Added 11.77%
839,185 $42.2 Million
Q1 2023

May 04, 2023
BUY
$50.21 - $50.41 $13.5 Million - $13.6 Million
269,740 Added 56.07%
750,797 $37.7 Million
Q4 2022

Feb 08, 2023
BUY
$50.2 - $50.39 $220,779 - $221,615
4,398 Added 0.92%
481,057 $24.2 Million
Q3 2022

Oct 13, 2022
BUY
$50.24 - $50.38 $23.9 Million - $24 Million
476,659 New
476,659 $24 Million

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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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