Gsb Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Gsb Wealth Management, LLC

  • $387 Million
  • Q3 2024

A detailed history of Gsb Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 286,081 shares of USFR stock, worth $14.4 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
286,081
Previous 321,979 11.15%
Holding current value
$14.4 Million
Previous $16.2 Million 11.31%
% of portfolio
3.72%
Previous 4.46%

Shares

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

Oct 25, 2024
SELL
$50.2 - $50.48 $1.8 Million - $1.81 Million
-35,898 Reduced 11.15%
286,081 $14.4 Million
Q2 2024

Jul 18, 2024
BUY
$50.28 - $50.52 $1.68 Million - $1.69 Million
33,404 Added 11.58%
321,979 $16.2 Million
Q1 2024

May 02, 2024
SELL
$50.23 - $50.46 $3.44 Million - $3.46 Million
-68,533 Reduced 19.19%
288,575 $14.5 Million
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $114,529 - $115,167
2,281 Added 0.64%
357,108 $17.9 Million
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $2.99 Million - $3 Million
59,472 Added 20.14%
354,827 $17.9 Million
Q2 2023

Aug 08, 2023
BUY
$50.23 - $50.5 $4.06 Million - $4.09 Million
80,927 Added 37.74%
295,355 $14.9 Million
Q1 2023

May 15, 2023
BUY
$50.21 - $50.41 $2,912 - $2,923
58 Added 0.03%
214,428 $10.8 Million
Q4 2022

Feb 16, 2023
BUY
$50.2 - $50.39 $4.02 Million - $4.03 Million
80,028 Added 59.57%
214,370 $10.8 Million
Q3 2022

Oct 18, 2022
BUY
$50.24 - $50.38 $2.75 Million - $2.76 Million
54,831 Added 68.96%
134,342 $6.76 Million
Q2 2022

Jul 20, 2022
BUY
$50.27 - $50.39 $4 Million - $4.01 Million
79,511 New
79,511 $4 Million

Others Institutions Holding USFR

# of Institutions
529
Shares Held
210M
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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