Defined Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Defined Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Defined Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Defined Wealth Management, LLC holds 12,557 shares of USFR stock, worth $632,747. This represents 0.47% of its overall portfolio holdings.

Number of Shares
12,557
Previous 12,576 0.15%
Holding current value
$632,747
Previous $631,000 -0.0%
% of portfolio
0.47%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$50.23 - $50.46 $954 - $958
-19 Reduced 0.15%
12,557 $631,000
Q4 2023

Jan 09, 2024
BUY
$50.21 - $50.49 $24,151 - $24,285
481 Added 3.98%
12,576 $631,000
Q3 2023

Oct 24, 2023
BUY
$50.28 - $50.51 $608,136 - $610,918
12,095 New
12,095 $608,000

Others Institutions Holding USFR

# of Institutions
496
Shares Held
229M
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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