Compass Financial Services Inc Wisdomtree Floating Rate Treas Transaction History

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025

A detailed history of Compass Financial Services Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Compass Financial Services Inc holds 33,449 shares of USFR stock, worth $1.68 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
33,449
Previous 45,649 26.73%
Holding current value
$1.68 Million
Previous $2.3 Billion 26.78%
% of portfolio
0.74%
Previous 1.11%

Shares

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

Nov 04, 2025
SELL
$50.23 - $50.48 $612,806 - $615,856
-12,200 Reduced 26.73%
33,449 $1.68 Billion
Q2 2025

Aug 08, 2025
BUY
$50.28 - $50.47 $1.31 Million - $1.31 Million
25,991 Added 132.22%
45,649 $2.3 Billion
Q1 2025

Jun 10, 2025
BUY
$50.29 - $50.5 $988,600 - $992,729
19,658 New
19,658 $989 Million

Others Institutions Holding USFR

# of Institutions
610
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 Compass Financial Services Inc Portfolio

Follow Compass Financial Services 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 Compass Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email