Crestwood Advisors Group LLC Wisdomtree Floating Rate Treas Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 65,884 shares of USFR stock, worth $3.32 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
65,884
Previous 70,884 7.05%
Holding current value
$3.32 Million
Previous $3.56 Million 6.86%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 04, 2025
SELL
$50.23 - $50.46 $251,149 - $252,300
-5,000 Reduced 7.05%
65,884 $3.32 Million
Q2 2024

Aug 01, 2024
BUY
$50.28 - $50.52 $1.92 Million - $1.93 Million
38,270 Added 117.34%
70,884 $3.57 Million
Q1 2024

May 08, 2024
BUY
$50.23 - $50.46 $246,629 - $247,758
4,910 Added 17.72%
32,614 $1.64 Million
Q4 2023

Jan 29, 2024
BUY
$50.21 - $50.49 $1.39 Million - $1.4 Million
27,704 New
27,704 $1.39 Million

Others Institutions Holding USFR

# of Institutions
575
Shares Held
219M
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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