Fortis Group Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Fortis Group Advisors, LLC

  • $504 Billion
  • Q2 2024

A detailed history of Fortis Group Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 156,415 shares of USFR stock, worth $7.86 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
156,415
Previous 154,546 1.21%
Holding current value
$7.86 Million
Previous $7.77 Billion 1.25%
% of portfolio
1.56%
Previous 1.43%

Shares

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

Jul 30, 2024
BUY
$50.28 - $50.52 $93,973 - $94,421
1,869 Added 1.21%
156,415 $7.87 Billion
Q1 2024

Apr 30, 2024
SELL
$50.23 - $50.46 $1.13 Million - $1.14 Million
-22,494 Reduced 12.71%
154,546 $7.77 Billion
Q3 2023

Dec 01, 2023
SELL
$50.28 - $50.51 $853,301 - $857,205
-16,971 Reduced 8.75%
177,040 $8.9 Billion
Q2 2023

Jul 18, 2023
BUY
$50.23 - $50.5 $91,016 - $91,506
1,812 Added 0.94%
194,011 $9.76 Billion
Q1 2023

May 26, 2023
BUY
$50.21 - $50.41 $9.65 Million - $9.69 Million
192,199 New
192,199 $9.67 Billion

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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