Archetype Wealth Partners Wisdomtree Floating Rate Treas Transaction History

Archetype Wealth Partners

  • $618 Million
  • Q2 2024

A detailed history of Archetype Wealth Partners transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Archetype Wealth Partners holds 171,148 shares of USFR stock, worth $8.61 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
171,148
Previous 181,242 5.57%
Holding current value
$8.61 Million
Previous $9.12 Million 5.54%
% of portfolio
1.39%
Previous 1.52%

Shares

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

Aug 15, 2024
SELL
$50.28 - $50.52 $507,526 - $509,948
-10,094 Reduced 5.57%
171,148 $8.61 Million
Q1 2024

May 14, 2024
BUY
$50.23 - $50.46 $720,147 - $723,445
14,337 Added 8.59%
181,242 $9.12 Million
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $908,600 - $913,667
18,096 Added 12.16%
166,905 $8.39 Million
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $7.48 Million - $7.52 Million
148,809 New
148,809 $7.49 Million

Others Institutions Holding USFR

# of Institutions
527
Shares Held
228M
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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