Golden State Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 119,397 shares of USFR stock, worth $6 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
119,397
Previous 226,804 47.36%
Holding current value
$6 Million
Previous $11.4 Million 52543.55%
% of portfolio
0.89%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$50.29 - $50.5 $5.4 Million - $5.42 Million
-107,407 Reduced 47.36%
119,397 $6.01 Billion
Q1 2025

Apr 23, 2025
BUY
$50.29 - $50.5 $4.82 Million - $4.84 Million
95,930 Added 73.3%
226,804 $11.4 Million
Q4 2024

Jan 28, 2025
BUY
$50.23 - $50.46 $6.57 Million - $6.6 Million
130,874 New
130,874 $6.59 Billion

Others Institutions Holding USFR

# of Institutions
596
Shares Held
225M
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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