Guardian Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 168,627 shares of USFR stock, worth $8.48 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
168,627
Previous 231,348 27.11%
Holding current value
$8.48 Million
Previous $11.6 Million 27.24%
% of portfolio
1.01%
Previous 1.54%

Shares

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

Nov 14, 2024
SELL
$50.2 - $50.48 $3.15 Million - $3.17 Million
-62,721 Reduced 27.11%
168,627 $8.47 Million
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $6.91 Million - $6.94 Million
137,359 Added 146.14%
231,348 $11.6 Million
Q1 2024

May 15, 2024
BUY
$50.23 - $50.46 $112,464 - $112,979
2,239 Added 2.44%
93,989 $4.73 Million
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $4.61 Million - $4.63 Million
91,750 New
91,750 $4.61 Million

Others Institutions Holding USFR

# of Institutions
530
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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