A detailed history of Annex Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Annex Advisory Services, LLC holds 40,213 shares of USFR stock, worth $2.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,213
Holding current value
$2.02 Million
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$50.28 - $50.52 $2.02 Million - $2.03 Million
40,213 New
40,213 $2.02 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.