Prevail Innovative Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Prevail Innovative Wealth Advisors, LLC

$446 Billion
Q2 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 27,131 shares of USFR stock, worth $1.37 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

27,131

Previous 29,146 6.91%

Holding current value

$1.37 Million

Previous $1.47 Billion 6.95%

% of portfolio

0.31%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$50.28 - $50.47 $101,314 - $101,697	-2,015 Reduced 6.91%	27,131 $1.36 Billion
Q1 2025 May 02, 2025	SELL	$50.29 - $50.5 $365,457 - $366,983	-7,267 Reduced 19.96%	29,146 $1.47 Billion
Q4 2024 Feb 12, 2025	SELL	$50.23 - $50.46 $3.24 Million - $3.25 Million	-64,488 Reduced 63.91%	36,413 $1.83 Billion
Q3 2024 Nov 13, 2024	SELL	$50.2 - $50.48 $1.94 Million - $1.95 Million	-38,658 Reduced 27.7%	100,901 $5.07 Billion
Q2 2024 Aug 08, 2024	SELL	$50.28 - $50.52 $647,355 - $650,445	-12,875 Reduced 8.45%	139,559 $7.02 Billion
Q1 2024 May 09, 2024	SELL	$50.23 - $50.46 $2.26 Million - $2.28 Million	-45,086 Reduced 22.83%	152,434 $7.67 Billion
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $455,203 - $457,742	9,066 Added 4.81%	197,520 $9.92 Billion
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $8.98 Million - $9.02 Million	178,553 Added 1803.38%	188,454 $9.48 Billion
Q2 2023 Aug 15, 2023	BUY	$50.23 - $50.5 $497,327 - $500,000	9,901 New	9,901 $498 Million

Others Institutions Holding USFR

# of Institutions

605

Shares Held

254M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Prevail Innovative Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History