Kingsview Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 171,261 shares of USFR stock, worth $8.64 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
171,261
Previous 291,121 41.17%
Holding current value
$8.64 Million
Previous $14.6 Million 41.28%
% of portfolio
0.19%
Previous 0.37%

Shares

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

Nov 12, 2024
SELL
$50.2 - $50.48 $6.02 Million - $6.05 Million
-119,860 Reduced 41.17%
171,261 $8.6 Million
Q2 2024

Aug 14, 2024
SELL
$50.28 - $50.52 $515,269 - $517,728
-10,248 Reduced 3.4%
291,121 $14.6 Million
Q1 2024

May 09, 2024
BUY
$50.23 - $50.46 $3.05 Million - $3.06 Million
60,727 Added 25.24%
301,369 $15.2 Million
Q4 2023

Feb 08, 2024
BUY
$50.21 - $50.49 $74,812 - $75,230
1,490 Added 0.62%
240,642 $12.1 Million
Q3 2023

Nov 07, 2023
BUY
$50.28 - $50.51 $1.79 Million - $1.8 Million
35,664 Added 17.53%
239,152 $12 Million
Q2 2023

Aug 10, 2023
BUY
$50.23 - $50.5 $6.54 Million - $6.58 Million
130,255 Added 177.86%
203,488 $10.2 Million
Q1 2023

May 15, 2023
SELL
$50.21 - $50.41 $1.2 Million - $1.2 Million
-23,852 Reduced 24.57%
73,233 $3.68 Million
Q4 2022

Feb 13, 2023
BUY
$50.2 - $50.39 $2.72 Million - $2.73 Million
54,153 Added 126.14%
97,085 $4.88 Million
Q3 2022

Nov 14, 2022
BUY
$50.24 - $50.38 $648,096 - $649,902
12,900 Added 42.95%
42,932 $2.16 Million
Q2 2022

Aug 16, 2022
BUY
$50.27 - $50.39 $1.51 Million - $1.51 Million
30,032 New
30,032 $1.51 Million
Q1 2022

Feb 08, 2024
SELL
$50.18 - $50.3 $10.6 Million - $10.6 Million
-210,610 Reduced 87.52%
30,032 $0

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 Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email