Simplicity Wealth,Llc Wisdomtree Floating Rate Treas Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,403 shares of USFR stock, worth $523,791. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,403
Previous 9,892 5.17%
Holding current value
$523,791
Previous $497,000 5.03%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$50.23 - $50.48 $25,667 - $25,795
511 Added 5.17%
10,403 $522,000
Q2 2025

Jul 22, 2025
BUY
$50.28 - $50.47 $53,347 - $53,548
1,061 Added 12.01%
9,892 $497,000
Q1 2025

Apr 14, 2025
BUY
$50.29 - $50.5 $111,392 - $111,857
2,215 Added 33.48%
8,831 $444,000
Q4 2024

Feb 07, 2025
BUY
$50.23 - $50.46 $30,539 - $30,679
608 Added 10.12%
6,616 $332,000
Q3 2024

Oct 09, 2024
BUY
$50.2 - $50.48 $15,612 - $15,699
311 Added 5.46%
6,008 $301,000
Q2 2024

Jul 10, 2024
BUY
$50.28 - $50.52 $21,972 - $22,077
437 Added 8.31%
5,697 $286,000
Q1 2024

Apr 24, 2024
BUY
$50.23 - $50.46 $264,209 - $265,419
5,260 New
5,260 $264,000

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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc 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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email