Arkadios Wealth Advisors Wisdomtree Floating Rate Treas Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,264 shares of USFR stock, worth $417,084. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,264
Previous 9,138 9.56%
Holding current value
$417,084
Previous $458,000 9.39%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 15, 2025
SELL
$50.23 - $50.46 $43,901 - $44,102
-874 Reduced 9.56%
8,264 $415,000
Q3 2024

Oct 24, 2024
BUY
$50.2 - $50.48 $458,727 - $461,286
9,138 New
9,138 $458,000
Q3 2023

Oct 13, 2023
BUY
$50.28 - $50.51 $90,705 - $91,120
1,804 Added 35.42%
6,897 $347,000
Q2 2023

Jul 26, 2023
SELL
$50.23 - $50.5 $13,260 - $13,332
-264 Reduced 4.93%
5,093 $256,000
Q1 2023

May 02, 2023
SELL
$50.21 - $50.41 $18,929 - $19,004
-377 Reduced 6.57%
5,357 $269,000
Q4 2022

Jan 11, 2023
BUY
$50.2 - $50.39 $287,846 - $288,936
5,734 New
5,734 $0

Others Institutions Holding USFR

# of Institutions
580
Shares Held
220M
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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