A detailed history of Latitude Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Latitude Advisors, LLC holds 15,018 shares of USFR stock, worth $756,006. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,018
Previous 14,572 3.06%
Holding current value
$756,006
Previous $733,000 2.86%
% of portfolio
0.49%
Previous 0.52%

Shares

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

Oct 29, 2024

BUY
$50.2 - $50.48 $22,389 - $22,514
446 Added 3.06%
15,018 $754,000
Q2 2024

Jul 25, 2024

BUY
$50.28 - $50.52 $21,620 - $21,723
430 Added 3.04%
14,572 $733,000
Q1 2024

Apr 25, 2024

BUY
$50.23 - $50.46 $45,207 - $45,414
900 Added 6.8%
14,142 $711,000
Q4 2023

Jan 30, 2024

BUY
$50.21 - $50.49 $664,880 - $668,588
13,242 New
13,242 $665,000
Q4 2022

Jan 27, 2023

BUY
$50.2 - $50.39 $518,013 - $519,974
10,319 New
10,319 $0

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Latitude Advisors, LLC Portfolio

Follow Latitude Advisors, 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 Latitude Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Latitude Advisors, LLC with notifications on news.