Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Team Financial Group, LLC holds 423,514 shares of USFR stock, worth $21.3 Million. This represents 12.22% of its overall portfolio holdings.

Number of Shares

423,514

Previous 418,460 1.21%

Holding current value

$21.3 Million

Previous $21 Billion 1.41%

% of portfolio

12.22%

Previous 12.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$50.23 - $50.46 $253,862 - $255,024	5,054 Added 1.21%	423,514 $21.3 Billion
Q3 2024 Oct 23, 2024	BUY	$50.2 - $50.48 $595,472 - $598,793	11,862 Added 2.92%	418,460 $21 Billion
Q2 2024 Aug 13, 2024	SELL	$50.28 - $50.52 $423,206 - $425,226	-8,417 Reduced 2.03%	406,598 $20.5 Billion
Q1 2024 May 10, 2024	BUY	$50.23 - $50.46 $221,212 - $222,225	4,404 Added 1.07%	415,015 $20.9 Billion
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $3.93 Million - $3.96 Million	78,353 Added 23.58%	410,611 $20.6 Billion
Q3 2023 Nov 15, 2023	BUY	$50.28 - $50.51 $16.7 Million - $16.8 Million	332,258 New	332,258 $16.7 Billion

Others Institutions Holding USFR

# of Institutions

561

Shares Held

228M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Team Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History