A detailed history of Geo Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Geo Wealth Management, LLC holds 345 shares of USFR stock, worth $17,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares
345
Holding current value
$17,350
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$50.2 - $50.48 $17,319 - $17,415
345 New
345 $17,000
Q4 2023

Feb 13, 2024

BUY
$50.21 - $50.49 $3.26 Million - $3.28 Million
64,877 Added 1352.45%
69,674 $3.5 Million
Q3 2023

Nov 13, 2023

BUY
$50.28 - $50.51 $241,193 - $242,296
4,797 New
4,797 $241,000
Q1 2023

May 12, 2023

SELL
$50.21 - $50.41 $24.3 Million - $24.4 Million
-484,248 Reduced 98.36%
8,064 $403,000
Q4 2022

Feb 13, 2023

BUY
$50.2 - $50.39 $24.5 Million - $24.5 Million
487,158 Added 9452.04%
492,312 $24.7 Million
Q3 2022

Nov 14, 2022

BUY
$50.24 - $50.38 $258,936 - $259,658
5,154 New
5,154 $259,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.