Wealth Management Solutions, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 5,494 shares of USFR stock, worth $277,227. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,494
Previous 5,637 2.54%
Holding current value
$277,227
Previous $283,000 2.47%
% of portfolio
0.19%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$50.28 - $50.51 $7,190 - $7,222
-143 Reduced 2.54%
5,494 $276,000
Q2 2023

Aug 03, 2023
SELL
$50.23 - $50.5 $53,294 - $53,580
-1,061 Reduced 15.84%
5,637 $283,000
Q1 2023

May 05, 2023
SELL
$50.21 - $50.41 $559,389 - $561,617
-11,141 Reduced 62.45%
6,698 $336,000
Q4 2022

Feb 09, 2023
SELL
$50.2 - $50.39 $13,303 - $13,353
-265 Reduced 1.46%
17,839 $896,000
Q3 2022

Nov 07, 2022
SELL
$50.24 - $50.38 $140,621 - $141,013
-2,799 Reduced 13.39%
18,104 $910,000
Q2 2022

Aug 01, 2022
BUY
$50.27 - $50.39 $1.05 Million - $1.05 Million
20,903 New
20,903 $1.05 Million

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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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