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 $871,855. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,340
Previous 14,646 18.39%
Holding current value
$871,855
Previous $736,000 18.21%
% of portfolio
0.34%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE FLOATING RATE TREAS


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