Atticus Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,461 shares of USFR stock, worth $73,473. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,461

Previous 1,988 26.51%

Holding current value

$73,473

Previous $100,000 27.0%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$50.2 - $50.48 $26,455 - $26,602	-527 Reduced 26.51%	1,461 $73,000
Q2 2024 Jul 17, 2024	SELL	$50.28 - $50.52 $70,291 - $70,626	-1,398 Reduced 41.29%	1,988 $100,000
Q1 2024 Apr 17, 2024	SELL	$50.23 - $50.46 $804,483 - $808,167	-16,016 Reduced 82.55%	3,386 $170,000
Q4 2023 Jan 17, 2024	SELL	$50.21 - $50.49 $21 Million - $21.1 Million	-417,494 Reduced 95.56%	19,402 $974,000
Q3 2023 Nov 15, 2023	SELL	$50.28 - $50.51 $762,445 - $765,933	-15,164 Reduced 3.35%	436,896 $22 Million
Q2 2023 Jul 20, 2023	SELL	$50.23 - $50.5 $315,695 - $317,392	-6,285 Reduced 1.37%	452,060 $22.7 Million
Q1 2023 Apr 17, 2023	BUY	$50.21 - $50.41 $23 Million - $23.1 Million	458,345 New	458,345 $23 Million

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Account

Atticus Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History