Altus Wealth Group LLC Wisdomtree Floating Rate Treas Transaction History

Altus Wealth Group LLC

  • $221 Million
  • Q4 2024

A detailed history of Altus Wealth Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Altus Wealth Group LLC holds 8,476 shares of USFR stock, worth $427,614. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,476
Previous 9,060 6.45%
Holding current value
$427,614
Previous $454,000 6.17%
% of portfolio
0.19%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$50.23 - $50.46 $29,334 - $29,468
-584 Reduced 6.45%
8,476 $426,000
Q3 2024

Oct 22, 2024
SELL
$50.2 - $50.48 $160,539 - $161,435
-3,198 Reduced 26.09%
9,060 $454,000
Q2 2024

Aug 05, 2024
BUY
$50.28 - $50.52 $100,358 - $100,837
1,996 Added 19.45%
12,258 $616,000
Q1 2024

May 02, 2024
BUY
$50.23 - $50.46 $515,460 - $517,820
10,262 New
10,262 $516,000

Others Institutions Holding USFR

# of Institutions
586
Shares Held
221M
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 Altus Wealth Group LLC Portfolio

Follow Altus Wealth 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 Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email