Guardian Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 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 417,628 shares of USFR stock, worth $21 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
417,628
Previous 168,627 147.66%
Holding current value
$21 Million
Previous $8.47 Million 148.17%
% of portfolio
1.78%
Previous 1.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$50.23 - $50.46 $12.5 Million - $12.6 Million
249,001 Added 147.66%
417,628 $21 Million
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
605
Shares Held
228M
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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