Evernest Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 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 85,087 shares of USFR stock, worth $4.28 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
85,087
Previous 69,714 22.05%
Holding current value
$4.28 Million
Previous $3.51 Billion 22.27%
% of portfolio
2.03%
Previous 1.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
69,714 New
69,714 $3.51 Billion

Others Institutions Holding USFR

# of Institutions
496
Shares Held
229M
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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