Trademark Financial Management, LLC Wisdomtree Floating Rate Treas Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,677 shares of USFR stock, worth $740,014. This represents 0.58% of its overall portfolio holdings.

Number of Shares
14,677
Previous 15,753 6.83%
Holding current value
$740,014
Previous $793 Million 7.0%
% of portfolio
0.58%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$50.2 - $50.48 $54,015 - $54,316
-1,076 Reduced 6.83%
14,677 $737 Million
Q2 2024

Jul 30, 2024
BUY
$50.28 - $50.52 $89,347 - $89,774
1,777 Added 12.71%
15,753 $793 Million
Q1 2024

May 07, 2024
SELL
$50.23 - $50.46 $67,509 - $67,818
-1,344 Reduced 8.77%
13,976 $703 Million
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $769,217 - $773,506
15,320 New
15,320 $770 Million

Others Institutions Holding USFR

# of Institutions
528
Shares Held
210M
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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