Kiely Wealth Advisory Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 959,299 shares of USFR stock, worth $48.4 Million. This represents 30.6% of its overall portfolio holdings.

Number of Shares
959,299
Previous 1,660,840 42.24%
Holding current value
$48.4 Million
Previous $83.6 Billion 42.23%
% of portfolio
30.6%
Previous 46.07%

Shares

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

Nov 14, 2024
SELL
$50.2 - $50.48 $35.2 Million - $35.4 Million
-701,541 Reduced 42.24%
959,299 $48.3 Billion
Q2 2024

Aug 13, 2024
BUY
$50.28 - $50.52 $1.58 Million - $1.59 Million
31,498 Added 1.93%
1,660,840 $83.6 Billion
Q1 2024

May 14, 2024
SELL
$50.23 - $50.46 $81,925 - $82,300
-1,631 Reduced 0.1%
1,629,342 $82 Billion
Q4 2023

Feb 08, 2024
BUY
$50.21 - $50.49 $81.9 Million - $82.3 Million
1,630,973 New
1,630,973 $81.9 Billion

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
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