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

Comprehensive Financial Consultants Institutional, Inc.

  • $254 Million
  • Q4 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 18,607 shares of USFR stock, worth $938,164. This represents 0.37% of its overall portfolio holdings.

Number of Shares
18,607
Previous 17,340 7.31%
Holding current value
$938,164
Previous $870,000 7.59%
% of portfolio
0.37%
Previous 0.34%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$50.23 - $50.46 $63,641 - $63,932
1,267 Added 7.31%
18,607 $936,000
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
570
Shares Held
230M
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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