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

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 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 129,886 shares of USFR stock, worth $6.54 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
129,886
Previous 175,298 25.91%
Holding current value
$6.54 Million
Previous $8.82 Million 26.05%
% of portfolio
3.62%
Previous 5.1%

Shares

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

Oct 18, 2024
SELL
$50.2 - $50.48 $2.28 Million - $2.29 Million
-45,412 Reduced 25.91%
129,886 $6.52 Million
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
522
Shares Held
223M
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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