Evernest Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 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 96,747 shares of USFR stock, worth $4.88 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

96,747

Previous 95,161 1.67%

Holding current value

$4.88 Million

Previous $4.78 Million 1.88%

% of portfolio

1.34%

Previous 1.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$50.23 - $50.46 $79,664 - $80,029	1,586 Added 1.67%	96,747 $4.87 Million
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

580

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History