Allen Capital Group, LLC Wisdomtree Floating Rate Treas Transaction History

Allen Capital Group, LLC

  • $855 Million
  • Q3 2024

A detailed history of Allen Capital Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Allen Capital Group, LLC holds 108,286 shares of USFR stock, worth $5.46 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
108,286
Previous 93,150 16.25%
Holding current value
$5.46 Million
Previous $4.69 Million 16.05%
% of portfolio
0.64%
Previous 0.62%

Shares

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

Nov 12, 2024
BUY
$50.2 - $50.48 $759,827 - $764,065
15,136 Added 16.25%
108,286 $5.44 Million
Q2 2024

Aug 12, 2024
BUY
$50.28 - $50.52 $2.1 Million - $2.11 Million
41,687 Added 81.0%
93,150 $4.69 Million
Q1 2024

Apr 15, 2024
BUY
$50.23 - $50.46 $2.58 Million - $2.6 Million
51,463 New
51,463 $2.59 Million

Others Institutions Holding USFR

# of Institutions
530
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
Track This Portfolio

Track Allen Capital Group, LLC Portfolio

Follow Allen Capital Group, LLC 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 Allen Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email