A detailed history of Bernardo Wealth Planning LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 92,957 shares of USFR stock, worth $4.67 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
92,957
Previous 95,663 2.83%
Holding current value
$4.67 Million
Previous $4.81 Million 2.72%
% of portfolio
1.13%
Previous 1.29%

Shares

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

Oct 18, 2024

SELL
$50.2 - $50.48 $135,841 - $136,598
-2,706 Reduced 2.83%
92,957 $4.68 Million
Q2 2024

Jul 10, 2024

BUY
$50.28 - $50.52 $773,155 - $776,846
15,377 Added 19.15%
95,663 $4.81 Million
Q1 2024

May 07, 2024

BUY
$50.23 - $50.46 $552,831 - $555,362
11,006 Added 15.89%
80,286 $4.04 Million
Q4 2023

Jan 25, 2024

BUY
$50.21 - $50.49 $756,965 - $761,187
15,076 Added 27.81%
69,280 $3.48 Million
Q3 2023

Oct 30, 2023

BUY
$50.28 - $50.51 $179,298 - $180,118
3,566 Added 7.04%
54,204 $2.73 Million
Q2 2023

Jul 21, 2023

BUY
$50.23 - $50.5 $234,574 - $235,835
4,670 Added 10.16%
50,638 $2.55 Million
Q1 2023

May 05, 2023

BUY
$50.21 - $50.41 $123,617 - $124,109
2,462 Added 5.66%
45,968 $2.31 Million
Q4 2022

Jan 30, 2023

BUY
$50.2 - $50.39 $2.18 Million - $2.19 Million
43,506 New
43,506 $2.19 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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