Iag Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 13,316 shares of USFR stock, worth $669,661. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,316

Previous 9,954 33.78%

Holding current value

$669,661

Previous $500,000 33.6%

% of portfolio

0.12%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$50.2 - $50.48 $168,772 - $169,713	3,362 Added 33.78%	13,316 $668,000
Q2 2024 Jul 16, 2024	BUY	$50.28 - $50.52 $222,036 - $223,096	4,416 Added 79.74%	9,954 $500,000
Q1 2024 Apr 24, 2024	SELL	$50.23 - $50.46 $570,763 - $573,376	-11,363 Reduced 67.23%	5,538 $278,000
Q4 2023 Feb 02, 2024	BUY	$50.21 - $50.49 $239,551 - $240,887	4,771 Added 39.33%	16,901 $849,000
Q3 2023 Oct 24, 2023	SELL	$50.28 - $50.51 $1.37 Million - $1.38 Million	-27,334 Reduced 69.26%	12,130 $610,000
Q2 2023 Aug 10, 2023	SELL	$50.23 - $50.5 $849,891 - $854,460	-16,920 Reduced 30.01%	39,464 $1.99 Million
Q1 2023 Apr 25, 2023	BUY	$50.21 - $50.41 $2.79 Million - $2.8 Million	55,592 Added 7019.19%	56,384 $2.83 Million
Q4 2022 Feb 08, 2023	BUY	$50.2 - $50.39 $39,758 - $39,908	792 New	792 $39,000

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Wisdomtree Floating Rate Treas Transaction History