Essex Financial Services, Inc. Wisdomtree Floating Rate Treas Transaction History

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Essex Financial Services, Inc. holds 21,587 shares of USFR stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
21,587
Previous 29,514 26.86%
Holding current value
$1.09 Million
Previous $1.48 Million 26.72%
% of portfolio
0.08%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$50.23 - $50.46 $398,173 - $399,996
-7,927 Reduced 26.86%
21,587 $1.09 Million
Q3 2024

Oct 24, 2024
SELL
$50.2 - $50.48 $545,121 - $548,162
-10,859 Reduced 26.9%
29,514 $1.48 Million
Q2 2024

Aug 09, 2024
SELL
$50.28 - $50.52 $53,296 - $53,551
-1,060 Reduced 2.56%
40,373 $2.03 Million
Q2 2024

Jul 31, 2024
SELL
$50.28 - $50.52 $394,496 - $396,379
-7,846 Reduced 15.92%
41,433 $2.08 Million
Q1 2024

Apr 23, 2024
SELL
$50.23 - $50.46 $2.6 Million - $2.61 Million
-51,724 Reduced 51.21%
49,279 $2.48 Million
Q4 2023

Feb 05, 2024
SELL
$50.21 - $50.49 $2.72 Million - $2.74 Million
-54,212 Reduced 34.93%
101,003 $5.07 Million
Q3 2023

Nov 15, 2023
BUY
$50.28 - $50.51 $1.03 Million - $1.03 Million
20,467 Added 15.19%
155,215 $7.81 Million
Q2 2023

Aug 08, 2023
BUY
$50.23 - $50.5 $1.18 Million - $1.19 Million
23,523 Added 21.15%
134,748 $6.78 Million
Q1 2023

May 11, 2023
BUY
$50.21 - $50.41 $2.4 Million - $2.41 Million
47,745 Added 75.21%
111,225 $5.59 Million
Q4 2022

Feb 10, 2023
BUY
$50.2 - $50.39 $1.4 Million - $1.4 Million
27,876 Added 78.29%
63,480 $3.19 Million
Q3 2022

Nov 07, 2022
BUY
$50.24 - $50.38 $1.79 Million - $1.79 Million
35,604 New
35,604 $1.79 Million

Others Institutions Holding USFR

# of Institutions
580
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
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