Fortress Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Fortress Wealth Management, Inc.

  • $173 Million
  • Q2 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 175,298 shares of USFR stock, worth $8.81 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares
175,298
Previous 179,413 2.29%
Holding current value
$8.81 Million
Previous $9.02 Million 2.25%
% of portfolio
5.1%
Previous 5.29%

Shares

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

Jul 16, 2024
SELL
$50.28 - $50.52 $206,902 - $207,889
-4,115 Reduced 2.29%
175,298 $8.82 Million
Q1 2024

Apr 19, 2024
BUY
$50.23 - $50.46 $979,434 - $983,919
19,499 Added 12.19%
179,413 $9.02 Million
Q4 2023

Feb 12, 2024
BUY
$50.21 - $50.49 $8.03 Million - $8.07 Million
159,914 New
159,914 $8.03 Million

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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