Total Clarity Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 245,009 shares of USFR stock, worth $12.3 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

245,009

Previous 268,517 8.75%

Holding current value

$12.3 Million

Previous $13.5 Million 8.57%

% of portfolio

4.18%

Previous 4.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$50.23 - $50.46 $1.18 Million - $1.19 Million	-23,508 Reduced 8.75%	245,009 $12.3 Million
Q3 2024 Oct 21, 2024	SELL	$50.2 - $50.48 $1.71 Million - $1.72 Million	-34,101 Reduced 11.27%	268,517 $13.5 Million
Q2 2024 Aug 09, 2024	BUY	$50.28 - $50.52 $2.16 Million - $2.17 Million	42,892 Added 16.51%	302,618 $15.2 Million
Q1 2024 Apr 22, 2024	SELL	$50.23 - $50.46 $1.19 Million - $1.2 Million	-23,774 Reduced 8.39%	259,726 $13.1 Million
Q4 2023 Jan 23, 2024	SELL	$50.21 - $50.49 $2.95 Million - $2.96 Million	-58,705 Reduced 17.15%	283,500 $14.2 Million
Q3 2023 Oct 24, 2023	SELL	$50.28 - $50.51 $6.73 Million - $6.76 Million	-133,763 Reduced 28.1%	342,205 $17.2 Million
Q2 2023 Jul 24, 2023	SELL	$50.23 - $50.5 $6.31 Million - $6.35 Million	-125,703 Reduced 20.89%	475,968 $24 Million
Q1 2023 May 04, 2023	BUY	$50.21 - $50.41 $4.89 Million - $4.91 Million	97,421 Added 19.32%	601,671 $30.2 Million
Q4 2022 Feb 03, 2023	BUY	$50.2 - $50.39 $23.4 Million - $23.5 Million	465,854 Added 1213.29%	504,250 $25.3 Million
Q3 2022 Nov 04, 2022	BUY	$50.24 - $50.38 $1.7 Million - $1.71 Million	33,852 Added 744.98%	38,396 $1.93 Million
Q2 2022 Jul 29, 2022	BUY	$50.27 - $50.39 $228,426 - $228,972	4,544 New	4,544 $229,000

Others Institutions Holding USFR

# of Institutions

583

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Total Clarity Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History