Bernard Wealth Management Corp. Wisdomtree Floating Rate Treas Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 134 shares of USFR stock, worth $6,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
134
Previous 134 -0.0%
Holding current value
$6,746
Previous $6.74 Million 0.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
SELL
$50.28 - $50.47 $603 - $605
-12 Reduced 8.22%
134 $6.74 Million
Q1 2025

Apr 16, 2025
BUY
$50.29 - $50.5 $6,738 - $6,767
134 Added 1116.67%
146 $7.35 Million
Q4 2024

Feb 27, 2025
BUY
$50.23 - $50.46 $150 - $151
3 Added 33.33%
12 $604,000
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $452 - $454
9 New
9 $454,000

Others Institutions Holding USFR

# of Institutions
605
Shares Held
267M
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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