A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 27,644 shares of USFR stock, worth $1.39 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,644
Holding current value
$1.39 Million
% of portfolio
0.04%

Shares

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

Jul 16, 2024

BUY
$50.28 - $50.52 $1.39 Million - $1.4 Million
27,644 New
27,644 $1.39 Million
Q3 2023

Nov 06, 2023

SELL
$50.28 - $50.51 $60,336 - $60,612
-1,200 Reduced 22.28%
4,185 $210,000
Q2 2023

Aug 10, 2023

SELL
$50.23 - $50.5 $140,844 - $141,602
-2,804 Reduced 34.24%
5,385 $270,000
Q1 2023

May 02, 2023

BUY
$50.21 - $50.41 $411,169 - $412,807
8,189 New
8,189 $411,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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