Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 117,326 shares of USFR stock, worth $5.9 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
117,326
Previous 158,923 26.17%
Holding current value
$5.9 Million
Previous $8 Billion 26.07%
% of portfolio
2.31%
Previous 2.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$50.29 - $50.5 $2.09 Million - $2.1 Million
-41,597 Reduced 26.17%
117,326 $5.91 Billion
Q4 2024

Feb 14, 2025
BUY
$50.23 - $50.46 $765,957 - $769,464
15,249 Added 10.61%
158,923 $8 Billion
Q3 2024

Nov 06, 2024
BUY
$50.2 - $50.48 $697,579 - $701,470
13,896 Added 10.71%
143,674 $7.24 Billion
Q2 2024

Aug 13, 2024
SELL
$50.28 - $50.52 $2.28 Million - $2.29 Million
-45,353 Reduced 25.9%
129,778 $6.53 Billion
Q1 2024

Apr 30, 2024
SELL
$50.23 - $50.46 $1.35 Million - $1.35 Million
-26,829 Reduced 13.28%
175,131 $8.81 Billion
Q4 2023

Feb 05, 2024
BUY
$50.21 - $50.49 $1.62 Million - $1.63 Million
32,250 Added 19.0%
201,960 $10.1 Billion
Q3 2023

Oct 30, 2023
BUY
$50.28 - $50.51 $3.11 Million - $3.12 Million
61,792 Added 57.26%
169,710 $8.54 Billion
Q2 2023

Aug 07, 2023
BUY
$50.23 - $50.5 $795,140 - $799,415
15,830 Added 17.19%
107,918 $5.43 Billion
Q1 2023

Apr 18, 2023
BUY
$50.21 - $50.41 $89,273 - $89,628
1,778 Added 1.97%
92,088 $4.63 Billion
Q4 2022

Feb 07, 2023
BUY
$50.2 - $50.39 $4.53 Million - $4.55 Million
90,310 New
90,310 $4.54 Billion

Others Institutions Holding USFR

# of Institutions
612
Shares Held
247M
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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