Guided Capital Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Guided Capital Wealth Management, LLC

  • $130 Billion
  • Q2 2025

A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 238,750 shares of USFR stock, worth $12 Million. This represents 9.25% of its overall portfolio holdings.

Number of Shares
238,750
Previous 273,738 12.78%
Holding current value
$12 Million
Previous $13.8 Billion 12.82%
% of portfolio
9.25%
Previous 11.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$50.28 - $50.47 $1.76 Million - $1.77 Million
-34,988 Reduced 12.78%
238,750 $12 Billion
Q1 2025

Apr 21, 2025
SELL
$50.29 - $50.5 $11.2 Million - $11.2 Million
-222,255 Reduced 44.81%
273,738 $13.8 Billion
Q4 2024

Jan 29, 2025
BUY
$50.23 - $50.46 $24.9 Million - $25 Million
495,993 New
495,993 $25 Billion

Others Institutions Holding USFR

# of Institutions
615
Shares Held
248M
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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