Sax Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,990 shares of USFR stock, worth $805,096. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,990
Previous 15,002 6.59%
Holding current value
$805,096
Previous $754,000 6.5%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$50.23 - $50.48 $49,627 - $49,874
988 Added 6.59%
15,990 $803,000
Q2 2025

Jul 23, 2025
SELL
$50.28 - $50.47 $397,161 - $398,662
-7,899 Reduced 34.49%
15,002 $754,000
Q1 2025

May 14, 2025
BUY
$50.29 - $50.5 $748,063 - $751,187
14,875 Added 185.34%
22,901 $1.15 Million
Q4 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $14,014 - $14,078
279 Added 3.6%
8,026 $403,000
Q3 2024

Oct 17, 2024
BUY
$50.2 - $50.48 $169,525 - $170,470
3,377 Added 77.28%
7,747 $389,000
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $219,723 - $220,772
4,370 New
4,370 $219,000

Others Institutions Holding USFR

# of Institutions
610
Shares Held
249M
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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