Envision Financial LLC Wisdomtree Floating Rate Treas Transaction History

Envision Financial LLC

  • $150 Billion
  • Q2 2025

A detailed history of Envision Financial LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envision Financial LLC holds 214,618 shares of USFR stock, worth $10.8 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares
214,618
Previous 163,207 31.5%
Holding current value
$10.8 Million
Previous $8.21 Billion 31.45%
% of portfolio
7.2%
Previous 6.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$50.28 - $50.47 $2.58 Million - $2.59 Million
51,411 Added 31.5%
214,618 $10.8 Billion
Q1 2025

Apr 22, 2025
BUY
$50.29 - $50.5 $1.4 Million - $1.4 Million
27,812 Added 20.54%
163,207 $8.21 Billion
Q4 2024

Jan 13, 2025
BUY
$50.23 - $50.46 $6.8 Million - $6.83 Million
135,395 New
135,395 $6.81 Billion

Others Institutions Holding USFR

# of Institutions
615
Shares Held
248M
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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