Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Serenus Wealth Advisors, LLC

  • $603 Billion
  • Q1 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 5,598,422 shares of USFR stock, worth $282 Million. This represents 46.76% of its overall portfolio holdings.

Number of Shares
5,598,422
Previous 4,864,628 15.08%
Holding current value
$282 Million
Previous $245 Billion 15.11%
% of portfolio
46.76%
Previous 42.54%

Shares

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

May 07, 2025
BUY
$50.29 - $50.5 $36.9 Million - $37.1 Million
733,794 Added 15.08%
5,598,422 $282 Billion
Q4 2024

Jan 28, 2025
BUY
$50.23 - $50.46 $244 Million - $245 Million
4,864,628 New
4,864,628 $245 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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