Envestnet Portfolio Solutions, Inc. Wisdomtree Floating Rate Treas Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 21,872 shares of USFR stock, worth $1.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,872
Previous 30,536 28.37%
Holding current value
$1.1 Million
Previous $1.54 Million 28.52%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 31, 2024
SELL
$50.2 - $50.48 $434,932 - $437,358
-8,664 Reduced 28.37%
21,872 $1.1 Million
Q2 2024

Jul 16, 2024
BUY
$50.28 - $50.52 $905,794 - $910,117
18,015 Added 143.88%
30,536 $1.54 Million
Q1 2024

May 06, 2024
SELL
$50.23 - $50.46 $279,982 - $281,264
-5,574 Reduced 30.8%
12,521 $629,000
Q4 2023

Feb 07, 2024
BUY
$50.21 - $50.49 $265,912 - $267,395
5,296 Added 41.38%
18,095 $909,000
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $643,533 - $646,477
12,799 New
12,799 $644,000

Others Institutions Holding USFR

# of Institutions
556
Shares Held
220M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email