Evoke Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Evoke Wealth, LLC

  • $84.8 Billion
  • Q2 2024

A detailed history of Evoke Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Evoke Wealth, LLC holds 9,358 shares of USFR stock, worth $471,175. This represents 0.55% of its overall portfolio holdings.

Number of Shares
9,358
Previous 9,232 1.36%
Holding current value
$471,175
Previous $464,000 101359.48%
% of portfolio
0.55%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$50.28 - $50.52 $6,335 - $6,365
126 Added 1.36%
9,358 $471 Million
Q1 2024

May 15, 2024
BUY
$50.23 - $50.46 $6,128 - $6,156
122 Added 1.34%
9,232 $464,000
Q4 2023

Jun 10, 2024
SELL
$50.21 - $50.49 $6,125 - $6,159
-122 Reduced 1.32%
9,110 $458 Million
Q4 2023

Feb 12, 2024
BUY
$50.21 - $50.49 $6,175 - $6,210
123 Added 1.37%
9,110 $457,000
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $451,866 - $453,933
8,987 New
8,987 $452,000

Others Institutions Holding USFR

# of Institutions
527
Shares Held
228M
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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