Executive Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Executive Wealth Management, LLC

  • $1.09 Billion
  • Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Executive Wealth Management, LLC holds 5,357 shares of USFR stock, worth $269,778. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,357
Previous 137,484 96.1%
Holding current value
$269,778
Previous $6.91 Million 96.11%
% of portfolio
0.02%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$50.23 - $50.46 $6.64 Million - $6.67 Million
-132,127 Reduced 96.1%
5,357 $269,000
Q4 2023

Jan 26, 2024
SELL
$50.21 - $50.49 $2.05 Million - $2.06 Million
-40,730 Reduced 22.85%
137,484 $6.91 Million
Q3 2023

Nov 07, 2023
BUY
$50.28 - $50.51 $7.25 Million - $7.28 Million
144,200 Added 423.94%
178,214 $8.97 Million
Q2 2023

Aug 02, 2023
BUY
$50.23 - $50.5 $1,908 - $1,919
38 Added 0.11%
34,014 $1.71 Million
Q1 2023

May 11, 2023
BUY
$50.21 - $50.41 $1.71 Million - $1.71 Million
33,976 New
33,976 $1.71 Million

Others Institutions Holding USFR

# of Institutions
497
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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