Leo Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Leo Wealth, LLC holds 328,629 shares of USFR stock, worth $16.5 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
328,629
Previous 366,072 10.23%
Holding current value
$16.5 Million
Previous $18.4 Billion 10.05%
% of portfolio
1.48%
Previous 1.68%

Shares

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

Jan 27, 2025
SELL
$50.23 - $50.46 $1.88 Million - $1.89 Million
-37,443 Reduced 10.23%
328,629 $16.5 Billion
Q3 2024

Oct 21, 2024
BUY
$50.2 - $50.48 $2.02 Million - $2.03 Million
40,193 Added 12.33%
366,072 $18.4 Billion
Q2 2024

Jul 17, 2024
BUY
$50.28 - $50.52 $931,990 - $936,438
18,536 Added 6.03%
325,879 $16.4 Billion
Q1 2024

May 09, 2024
SELL
$50.23 - $50.46 $982,197 - $986,694
-19,554 Reduced 5.98%
307,343 $15.5 Billion
Q4 2023

Mar 14, 2024
BUY
$50.21 - $50.49 $16.4 Million - $16.5 Million
326,897 New
326,897 $16.4 Billion

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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