A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Berger Financial Group, Inc holds 12,325 shares of USFR stock, worth $620,317. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,325
Previous 13,287 7.24%
Holding current value
$620,317
Previous $668,000 7.49%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$50.2 - $50.48 $48,292 - $48,561
-962 Reduced 7.24%
12,325 $618,000
Q2 2024

Aug 14, 2024

BUY
$50.28 - $50.52 $132,940 - $133,574
2,644 Added 24.84%
13,287 $668,000
Q1 2024

Apr 16, 2024

BUY
$50.23 - $50.46 $534,597 - $537,045
10,643 New
10,643 $535,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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