Chokshi & Queen Wealth Advisors, Inc Wisdomtree Floating Rate Treas Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 6,430 shares of USFR stock, worth $323,879. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,430
Previous 8,628 25.48%
Holding current value
$323,879
Previous $434 Million 25.51%
% of portfolio
0.19%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$50.28 - $50.47 $110,515 - $110,933
-2,198 Reduced 25.48%
6,430 $323 Million
Q1 2025

May 20, 2025
BUY
$50.29 - $50.5 $110,537 - $110,999
2,198 Added 34.18%
8,628 $434 Million
Q4 2024

Feb 25, 2025
BUY
$50.23 - $50.46 $322,978 - $324,457
6,430 New
6,430 $324 Million

Others Institutions Holding USFR

# of Institutions
607
Shares Held
249M
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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