A detailed history of Beacon Financial Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Beacon Financial Group holds 138,986 shares of USFR stock, worth $7.01 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
138,986
Previous 151,995 8.56%
Holding current value
$7.01 Million
Previous $7.65 Million 8.72%
% of portfolio
0.76%
Previous 0.88%

Shares

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

Nov 12, 2024

SELL
$50.2 - $50.48 $653,051 - $656,694
-13,009 Reduced 8.56%
138,986 $6.98 Million
Q2 2024

Aug 06, 2024

SELL
$50.28 - $50.52 $1.14 Million - $1.15 Million
-22,686 Reduced 12.99%
151,995 $7.65 Million
Q1 2024

May 07, 2024

SELL
$50.23 - $50.46 $332,874 - $334,398
-6,627 Reduced 3.66%
174,681 $8.78 Million
Q4 2023

Feb 23, 2024

BUY
$50.21 - $50.49 $9.1 Million - $9.15 Million
181,308 New
181,308 $9.11 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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