Comprehensive Financial Consultants Institutional, Inc. Wisdomtree Floating Rate Treas Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 17,340 shares of USFR stock, worth $872,028. This represents 0.34% of its overall portfolio holdings.

Number of Shares

17,340

Previous 14,646 18.39%

Holding current value

$872,028

Previous $736,000 18.21%

% of portfolio

0.34%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$50.2 - $50.48 $135,238 - $135,993	2,694 Added 18.39%	17,340 $870,000
Q2 2024 Jul 17, 2024	BUY	$50.28 - $50.52 $154,912 - $155,652	3,081 Added 26.64%	14,646 $736,000
Q1 2024 May 02, 2024	BUY	$50.23 - $50.46 $97,295 - $97,741	1,937 Added 20.12%	11,565 $581,000
Q4 2023 Jan 24, 2024	SELL	$50.21 - $50.49 $103,633 - $104,211	-2,064 Reduced 17.65%	9,628 $483,000
Q3 2023 Nov 13, 2023	SELL	$50.28 - $50.51 $58,073 - $58,339	-1,155 Reduced 8.99%	11,692 $588,000
Q2 2023 Jul 24, 2023	BUY	$50.23 - $50.5 $645,304 - $648,773	12,847 New	12,847 $646,000

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Comprehensive Financial Consultants Institutional, Inc. Wisdomtree Floating Rate Treas Transaction History