Heritage Wealth Advisors Wisdomtree Floating Rate Treas Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Heritage Wealth Advisors holds 48 shares of USFR stock, worth $2,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 244 80.33%
Holding current value
$2,422
Previous $12,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$50.2 - $50.48 $9,839 - $9,894
-196 Reduced 80.33%
48 $2,000
Q2 2024

Dec 12, 2024
BUY
$50.28 - $50.52 $150 - $151
3 Added 1.24%
244 $12,000
Q2 2024

Aug 05, 2024
BUY
$50.28 - $50.52 $5,178 - $5,203
103 Added 73.05%
244 $12,000
Q1 2024

Dec 12, 2024
BUY
$50.23 - $50.46 $9,694 - $9,738
193 Added 402.08%
241 $12,000
Q1 2024

May 08, 2024
BUY
$50.23 - $50.46 $7,082 - $7,114
141 New
141 $7,000
Q1 2023

May 04, 2023
BUY
$50.21 - $50.41 $10,895 - $10,938
217 New
217 $10,000

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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