Gateway Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Gateway Wealth Partners, LLC

$445 Billion
Q1 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 67,269 shares of USFR stock, worth $3.38 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

67,269

Previous 66,159 1.68%

Holding current value

$3.38 Million

Previous $3.33 Billion 1.7%

% of portfolio

0.76%

Previous 0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$50.29 - $50.5 $55,821 - $56,055	1,110 Added 1.68%	67,269 $3.39 Billion
Q4 2024 Jan 22, 2025	BUY	$50.23 - $50.46 $182,435 - $183,270	3,632 Added 5.81%	66,159 $3.33 Billion
Q3 2024 Oct 24, 2024	BUY	$50.2 - $50.48 $1.35 Million - $1.36 Million	26,919 Added 75.6%	62,527 $3.14 Billion
Q2 2024 Aug 16, 2024	BUY	$50.28 - $50.52 $48,469 - $48,701	964 Added 2.78%	35,608 $1.79 Billion
Q1 2024 May 14, 2024	BUY	$50.23 - $50.46 $96,742 - $97,185	1,926 Added 5.89%	34,644 $1.74 Billion
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $47,699 - $47,965	950 Added 2.99%	32,718 $1.64 Billion
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $484,648 - $486,865	9,639 Added 43.56%	31,768 $1.6 Billion
Q2 2023 Aug 14, 2023	BUY	$50.23 - $50.5 $1.11 Million - $1.12 Million	22,129 New	22,129 $1.11 Billion

Others Institutions Holding USFR

# of Institutions

614

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History