Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 4,288,701 shares of USFR stock, worth $216 Million. This represents 36.83% of its overall portfolio holdings.

Number of Shares
4,288,701
Previous 4,974,575 13.79%
Holding current value
$216 Million
Previous $250 Billion 13.86%
% of portfolio
36.83%
Previous 42.38%

Shares

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

Nov 07, 2025
SELL
$50.23 - $50.48 $34.5 Million - $34.6 Million
-685,874 Reduced 13.79%
4,288,701 $216 Billion
Q2 2025

Aug 13, 2025
SELL
$50.28 - $50.47 $31.4 Million - $31.5 Million
-623,847 Reduced 11.14%
4,974,575 $250 Billion
Q1 2025

May 07, 2025
BUY
$50.29 - $50.5 $36.9 Million - $37.1 Million
733,794 Added 15.08%
5,598,422 $282 Billion
Q4 2024

Jan 28, 2025
BUY
$50.23 - $50.46 $244 Million - $245 Million
4,864,628 New
4,864,628 $245 Billion

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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