Householder Group Estate & Retirement Specialist, LLC Wisdomtree Floating Rate Treas Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 802 shares of USFR stock, worth $40,468. This represents 0.01% of its overall portfolio holdings.

Number of Shares
802
Previous 1,379 41.84%
Holding current value
$40,468
Previous $69,000 42.03%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 18, 2024
SELL
$50.2 - $50.48 $28,965 - $29,126
-577 Reduced 41.84%
802 $40,000
Q2 2024

Jul 17, 2024
SELL
$50.28 - $50.52 $2,262 - $2,273
-45 Reduced 3.16%
1,379 $69,000
Q3 2023

Oct 10, 2023
BUY
$50.28 - $50.51 $41,129 - $41,317
818 Added 134.98%
1,424 $71,000
Q1 2023

Apr 13, 2023
BUY
$50.21 - $50.41 $30,427 - $30,548
606 New
606 $30,000
Q3 2022

Oct 11, 2022
BUY
$50.24 - $50.38 $30,445 - $30,530
606 New
606 $30,000

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
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email