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

Chokshi & Queen Wealth Advisors, Inc

  • $189 Billion
  • Q3 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 5,677 shares of USFR stock, worth $285,836. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,677
Previous 6,430 11.71%
Holding current value
$285,836
Previous $323 Million 11.78%
% of portfolio
0.15%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$50.23 - $50.48 $37,823 - $38,011
-753 Reduced 11.71%
5,677 $285 Million
Q2 2025

Jul 30, 2025
SELL
$50.28 - $50.47 $110,515 - $110,933
-2,198 Reduced 25.48%
6,430 $323 Million
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
611
Shares Held
249M
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 Chokshi & Queen Wealth Advisors, Inc Portfolio

Follow Chokshi & Queen Wealth Advisors, Inc 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 Chokshi & Queen Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Chokshi & Queen Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email