Avidian Wealth Solutions, LLC Wisdomtree Floating Rate Treas Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 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 59,735 shares of USFR stock, worth $3.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

59,735

Previous 35,491 68.31%

Holding current value

$3.01 Million

Previous $1.78 Million 68.63%

% of portfolio

0.14%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$50.23 - $50.46 $1.22 Million - $1.22 Million	24,244 Added 68.31%	59,735 $3.01 Million
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

586

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Wisdomtree Floating Rate Treas Transaction History