Wealthsource Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthsource Partners, LLC holds 48,753 shares of USFR stock, worth $2.45 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
48,753
Previous 30,664 58.99%
Holding current value
$2.45 Million
Previous $1.54 Million 58.72%
% of portfolio
0.16%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$50.21 - $50.49 $908,248 - $913,313
18,089 Added 58.99%
48,753 $2.45 Million
Q3 2023

Nov 09, 2023
BUY
$50.28 - $50.51 $1.54 Million - $1.55 Million
30,664 New
30,664 $1.54 Million

Others Institutions Holding USFR

# of Institutions
584
Shares Held
221M
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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