Annex Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024

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 20,084 shares of USFR stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,084
Previous 3,517,653 99.43%
Holding current value
$1.01 Million
Previous $177 Million 99.43%
% of portfolio
0.03%
Previous 6.41%

Shares

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

Jan 16, 2025
SELL
$50.23 - $50.46 $176 Million - $176 Million
-3,497,569 Reduced 99.43%
20,084 $1.01 Million
Q3 2024

Oct 10, 2024
BUY
$50.2 - $50.48 $175 Million - $176 Million
3,477,440 Added 8647.55%
3,517,653 $177 Million
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

# of Institutions
544
Shares Held
209M
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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