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 1,660,840 shares of USFR stock, worth $83.6 Million. This represents 46.07% of its overall portfolio holdings.

Number of Shares
1,660,840
Previous 1,629,342 1.93%
Holding current value
$83.6 Million
Previous $82 Billion 1.96%
% of portfolio
46.07%
Previous 46.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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