Chokshi & Queen Wealth Advisors, Inc Wisdomtree Floating Rate Treas Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 8,628 shares of USFR stock, worth $434,160. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,628
Previous 6,430 34.18%
Holding current value
$434,160
Previous $324 Million 34.22%
% of portfolio
0.26%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$50.29 - $50.5 $110,537 - $110,999
2,198 Added 34.18%
8,628 $434 Million
Q4 2024

Feb 25, 2025
BUY
$50.23 - $50.46 $322,978 - $324,457
6,430 New
6,430 $324 Million

Others Institutions Holding USFR

# of Institutions
615
Shares Held
247M
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
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