Spire Wealth Management Wisdomtree Floating Rate Treas Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Spire Wealth Management holds 139 shares of USFR stock, worth $7,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

139

Previous 137 1.46%

Holding current value

$7,006

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$50.23 - $50.46 $100 - $100	2 Added 1.46%	139 $6,000
Q3 2024 Oct 15, 2024	BUY	$50.2 - $50.48 $100 - $100	2 Added 1.48%	137 $6,000
Q2 2024 Jul 31, 2024	SELL	$50.28 - $50.52 $7,089 - $7,123	-141 Reduced 51.09%	135 $6,000
Q1 2024 Apr 24, 2024	BUY	$50.23 - $50.46 $100 - $100	2 Added 0.73%	276 $13,000
Q4 2023 Feb 06, 2024	BUY	$50.21 - $50.49 $100 - $100	2 Added 0.74%	274 $13,000
Q3 2023 Nov 08, 2023	BUY	$50.28 - $50.51 $100 - $101	2 Added 0.74%	272 $13,000
Q2 2023 Aug 09, 2023	BUY	$50.23 - $50.5 $50 - $50	1 Added 0.37%	270 $13,000
Q1 2023 May 09, 2023	BUY	$50.21 - $50.41 $100 - $100	2 Added 0.75%	269 $13,000
Q4 2022 Feb 03, 2023	BUY	$50.2 - $50.39 $50 - $50	1 Added 0.38%	267 $13,000
Q3 2022 Nov 07, 2022	BUY	$50.24 - $50.38 $50 - $50	1 Added 0.38%	266 $13,000
Q2 2022 Jul 22, 2022	BUY	$50.27 - $50.39 $13,321 - $13,353	265 New	265 $13,000

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Spire Wealth Management Wisdomtree Floating Rate Treas Transaction History