A detailed history of Capital Investment Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 61,192 shares of USFR stock, worth $3.08 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
61,192
Previous 47,717 28.24%
Holding current value
$3.08 Million
Previous $2.4 Million 28.37%
% of portfolio
0.35%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$50.23 - $50.46 $676,849 - $679,948
13,475 Added 28.24%
61,192 $3.08 Million
Q4 2023

Feb 01, 2024

BUY
$50.21 - $50.49 $249,091 - $250,480
4,961 Added 11.6%
47,717 $2.4 Million
Q3 2023

Nov 02, 2023

BUY
$50.28 - $50.51 $1.08 Million - $1.09 Million
21,571 Added 101.82%
42,756 $2.15 Million
Q2 2023

Jul 28, 2023

BUY
$50.23 - $50.5 $56,207 - $56,509
1,119 Added 5.58%
21,185 $1.07 Million
Q4 2022

Feb 03, 2023

BUY
$50.2 - $50.39 $1.01 Million - $1.01 Million
20,066 New
20,066 $1.01 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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