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 231,348 shares of USFR stock, worth $11.6 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
231,348
Previous 93,989 146.14%
Holding current value
$11.6 Million
Previous $4.73 Million 146.28%
% of portfolio
1.54%
Previous 0.66%

Shares

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

About WISDOMTREE FLOATING RATE TREAS


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