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 28,566 shares of USFR stock, worth $1.44 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
28,566
Previous 33,526 14.79%
Holding current value
$1.44 Million
Previous $1.68 Million 14.73%
% of portfolio
0.2%
Previous 0.25%

Shares

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

About WISDOMTREE FLOATING RATE TREAS


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