A detailed history of Delos Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 9,915 shares of USFR stock, worth $500,310. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,915
Previous 9,915 -0.0%
Holding current value
$500,310
Previous $498,000 0.2%
% of portfolio
0.45%
Previous 0.5%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 01, 2023

BUY
$50.23 - $50.5 $498,030 - $500,707
9,915 New
9,915 $498,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Delos Wealth Advisors, LLC Portfolio

Follow Delos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.