Fortis Capital Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Fortis Capital Advisors, LLC

  • $299 Billion
  • Q3 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 19,017 shares of USFR stock, worth $959,597. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,017
Previous 15,012 26.68%
Holding current value
$959,597
Previous $755 Million 26.45%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Nov 12, 2024
BUY
$50.2 - $50.48 $201,051 - $202,172
4,005 Added 26.68%
19,017 $955 Million
Q2 2024

Aug 02, 2024
SELL
$50.28 - $50.52 $20,665 - $20,763
-411 Reduced 2.66%
15,012 $755 Million
Q1 2024

May 08, 2024
BUY
$50.23 - $50.46 $774,697 - $778,244
15,423 New
15,423 $776 Million
Q2 2023

Aug 14, 2023
BUY
$50.23 - $50.5 $252,707 - $254,065
5,031 New
5,031 $253 Million

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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