Avidian Wealth Solutions, LLC Wisdomtree Floating Rate Treas Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 35,491 shares of USFR stock, worth $1.79 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
35,491
Holding current value
$1.79 Million
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$50.2 - $50.48 $1.78 Million - $1.79 Million
35,491 New
35,491 $1.78 Million
Q4 2023

Feb 06, 2024
SELL
$50.21 - $50.49 $188,538 - $189,589
-3,755 Reduced 29.57%
8,945 $449,000
Q3 2023

Oct 13, 2023
BUY
$50.28 - $50.51 $144,303 - $144,963
2,870 Added 29.2%
12,700 $639,000
Q2 2023

Aug 03, 2023
SELL
$50.23 - $50.5 $827,639 - $832,088
-16,477 Reduced 62.63%
9,830 $494,000
Q1 2023

May 08, 2023
BUY
$50.21 - $50.41 $1.32 Million - $1.33 Million
26,307 New
26,307 $1.32 Million

Others Institutions Holding USFR

# of Institutions
529
Shares Held
210M
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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