Benchmark Financial Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 24,372 shares of USFR stock, worth $1.23 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
24,372
Holding current value
$1.23 Million
% of portfolio
0.41%

Shares

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

Oct 30, 2024
BUY
$50.2 - $50.48 $1.22 Million - $1.23 Million
24,372 New
24,372 $1.22 Million
Q3 2022

Nov 01, 2022
SELL
$50.24 - $50.38 $676,783 - $678,668
-13,471 Reduced 15.59%
72,919 $3.67 Million
Q2 2022

Jul 22, 2022
BUY
$50.27 - $50.39 $4.34 Million - $4.35 Million
86,390 New
86,390 $4.35 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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