Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Curran Financial Partners, LLC

  • $292 Million
  • Q3 2024

A detailed history of Curran Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Curran Financial Partners, LLC holds 126,959 shares of USFR stock, worth $6.4 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
126,959
Previous 250,108 49.24%
Holding current value
$6.4 Million
Previous $12.6 Million 49.33%
% of portfolio
2.18%
Previous 5.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$50.2 - $50.48 $6.18 Million - $6.22 Million
-123,149 Reduced 49.24%
126,959 $6.38 Million
Q2 2024

Jul 22, 2024
BUY
$50.28 - $50.52 $1.73 Million - $1.74 Million
34,399 Added 15.95%
250,108 $12.6 Million
Q1 2024

May 02, 2024
BUY
$50.23 - $50.46 $2.27 Million - $2.29 Million
45,288 Added 26.57%
215,709 $10.8 Million
Q4 2023

Jan 31, 2024
BUY
$50.21 - $50.49 $8.56 Million - $8.6 Million
170,421 New
170,421 $8.56 Million

Others Institutions Holding USFR

# of Institutions
533
Shares Held
210M
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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