Walkner Condon Financial Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 18,296 shares of USFR stock, worth $922,484. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,296
Previous 23,462 22.02%
Holding current value
$922,484
Previous $1.18 Million 21.9%
% of portfolio
0.19%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$50.23 - $50.46 $259,488 - $260,676
-5,166 Reduced 22.02%
18,296 $920,000
Q3 2024

Oct 31, 2024
SELL
$50.2 - $50.48 $917,656 - $922,774
-18,280 Reduced 43.79%
23,462 $1.18 Million
Q2 2024

Jul 26, 2024
BUY
$50.28 - $50.52 $166,477 - $167,271
3,311 Added 8.62%
41,742 $2.1 Million
Q1 2024

Apr 22, 2024
SELL
$50.23 - $50.46 $791,976 - $795,602
-15,767 Reduced 29.09%
38,431 $1.93 Million
Q4 2023

Jan 23, 2024
SELL
$50.21 - $50.49 $435,170 - $437,596
-8,667 Reduced 13.79%
54,198 $2.72 Million
Q3 2023

Oct 19, 2023
BUY
$50.28 - $50.51 $467,252 - $469,389
9,293 Added 17.35%
62,865 $3.16 Million
Q2 2023

Jul 21, 2023
BUY
$50.23 - $50.5 $1.57 Million - $1.58 Million
31,275 Added 140.27%
53,572 $2.7 Million
Q1 2023

Apr 20, 2023
BUY
$50.21 - $50.41 $1.12 Million - $1.12 Million
22,297 New
22,297 $1.12 Million

Others Institutions Holding USFR

# of Institutions
569
Shares Held
220M
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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