Evernest Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 95,161 shares of USFR stock, worth $4.8 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
95,161
Previous 88,564 7.45%
Holding current value
$4.8 Million
Previous $4.46 Million 7.25%
% of portfolio
1.32%
Previous 2.04%

Shares

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

Oct 21, 2024
BUY
$50.2 - $50.48 $331,169 - $333,016
6,597 Added 7.45%
95,161 $4.78 Million
Q2 2024

Aug 07, 2024
BUY
$50.28 - $50.52 $174,823 - $175,658
3,477 Added 4.09%
88,564 $4.46 Million
Q1 2024

May 10, 2024
BUY
$50.23 - $50.46 $772,185 - $775,721
15,373 Added 22.05%
85,087 $4.3 Billion
Q4 2023

May 10, 2024
SELL
$50.21 - $50.49 $1.41 Million - $1.41 Million
-27,992 Reduced 32.9%
57,095 $2.87 Billion
Q4 2021

Feb 13, 2024
BUY
$50.18 - $50.22 $3.5 Million - $3.5 Million
69,714 New
69,714 $3.51 Billion

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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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