Avaii Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Avaii Wealth Management, LLC

  • $168 Million
  • Q1 2024

A detailed history of Avaii Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 49,238 shares of USFR stock, worth $2.48 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
49,238
Previous 39,325 25.21%
Holding current value
$2.48 Million
Previous $1.98 Million 25.37%
% of portfolio
1.47%
Previous 1.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$50.23 - $50.46 $497,929 - $500,209
9,913 Added 25.21%
49,238 $2.48 Million
Q4 2023

Feb 05, 2024
SELL
$50.21 - $50.49 $469,061 - $471,677
-9,342 Reduced 19.2%
39,325 $1.98 Million
Q3 2023

Oct 24, 2023
BUY
$50.28 - $50.51 $1.27 Million - $1.28 Million
25,356 Added 108.77%
48,667 $2.45 Million
Q2 2023

Jul 31, 2023
BUY
$50.23 - $50.5 $1.17 Million - $1.18 Million
23,311 New
23,311 $1.17 Million

Others Institutions Holding USFR

# of Institutions
497
Shares Held
229M
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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