Berger Financial Group, Inc Wisdomtree Floating Rate Treas Transaction History

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025

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 17,688 shares of USFR stock, worth $890,944. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,688
Previous 15,869 11.46%
Holding current value
$890,944
Previous $798,000 11.4%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$50.28 - $50.47 $91,459 - $91,804
1,819 Added 11.46%
17,688 $889,000
Q1 2025

May 12, 2025
SELL
$50.29 - $50.5 $257,836 - $258,913
-5,127 Reduced 24.42%
15,869 $798,000
Q4 2024

Feb 14, 2025
BUY
$50.23 - $50.46 $435,544 - $437,538
8,671 Added 70.35%
20,996 $1.06 Million
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

# of Institutions
607
Shares Held
253M
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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