Bruce G. Allen Investments, LLC Wisdomtree Floating Rate Treas Transaction History

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 431 shares of USFR stock, worth $21,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares
431
Previous 805 46.46%
Holding current value
$21,705
Previous $40.4 Million 46.39%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$50.23 - $50.46 $18,786 - $18,872
-374 Reduced 46.46%
431 $21.7 Million
Q3 2024

Oct 08, 2024
SELL
$50.2 - $50.48 $8,383 - $8,430
-167 Reduced 17.18%
805 $40.4 Million
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $653 - $656
13 Added 1.36%
972 $48.9 Million
Q1 2024

Apr 10, 2024
SELL
$50.23 - $50.46 $85,441 - $85,832
-1,701 Reduced 63.95%
959 $48.2 Million
Q4 2023

Jan 10, 2024
BUY
$50.21 - $50.49 $133,558 - $134,303
2,660 New
2,660 $134 Million

Others Institutions Holding USFR

# of Institutions
584
Shares Held
221M
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
Track This Portfolio

Track Bruce G. Allen Investments, LLC Portfolio

Follow Bruce G. Allen Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bruce G. Allen Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruce G. Allen Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email