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 $2,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares
48
Previous 244 80.33%
Holding current value
$2,421
Previous $12,000 83.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 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

Aug 05, 2024
BUY
$50.28 - $50.52 $5,178 - $5,203
103 Added 73.05%
244 $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
528
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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email