Adirondack Retirement Specialists, Inc. Wisdomtree Floating Rate Treas Transaction History

Adirondack Retirement Specialists, Inc.

  • $109 Million
  • Q3 2023

A detailed history of Adirondack Retirement Specialists, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Adirondack Retirement Specialists, Inc. holds 241,808 shares of USFR stock, worth $12.2 Million. This represents 11.12% of its overall portfolio holdings.

Number of Shares
241,808
Previous 232,356 4.07%
Holding current value
$12.2 Million
Previous $11.7 Million 4.06%
% of portfolio
11.12%
Previous 10.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$50.28 - $50.51 $475,246 - $477,420
9,452 Added 4.07%
241,808 $12.2 Million
Q2 2023

Jul 27, 2023
BUY
$50.23 - $50.5 $1.05 Million - $1.05 Million
20,873 Added 9.87%
232,356 $11.7 Million
Q1 2023

Apr 06, 2023
BUY
$50.21 - $50.41 $10.6 Million - $10.7 Million
211,483 New
211,483 $10.6 Million

Others Institutions Holding USFR

# of Institutions
497
Shares Held
229M
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
Track This Portfolio

Track Adirondack Retirement Specialists, Inc. Portfolio

Follow Adirondack Retirement Specialists, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adirondack Retirement Specialists, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Adirondack Retirement Specialists, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email