Cahill Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 40,642 shares of USFR stock, worth $2.05 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

40,642

Previous 37,948 7.1%

Holding current value

$2.05 Million

Previous $1.91 Million 6.91%

% of portfolio

0.29%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$50.2 - $50.48 $135,238 - $135,993	2,694 Added 7.1%	40,642 $2.04 Million
Q2 2024 Aug 06, 2024	BUY	$50.28 - $50.52 $471,726 - $473,978	9,382 Added 32.84%	37,948 $1.91 Million
Q1 2024 May 13, 2024	SELL	$50.23 - $50.46 $249,140 - $250,281	-4,960 Reduced 14.79%	28,566 $1.44 Million
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $589,565 - $592,853	11,742 Added 53.9%	33,526 $1.68 Million
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $656,254 - $659,256	13,052 Added 149.47%	21,784 $1.1 Million
Q2 2023 Aug 14, 2023	BUY	$50.23 - $50.5 $438,608 - $440,966	8,732 New	8,732 $439,000

Others Institutions Holding USFR

# of Institutions

528

Shares Held

210M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Cahill Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History