Laurel Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Laurel Wealth Advisors LLC

  • $617 Million
  • Q3 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 140,841 shares of USFR stock, worth $7.1 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
140,841
Previous 133,338 5.63%
Holding current value
$7.1 Million
Previous $6.71 Million 5.44%
% of portfolio
1.15%
Previous 1.06%

Shares

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

Nov 05, 2024
BUY
$50.2 - $50.48 $376,650 - $378,751
7,503 Added 5.63%
140,841 $7.07 Million
Q2 2024

Jul 31, 2024
SELL
$50.28 - $50.52 $110,314 - $110,840
-2,194 Reduced 1.62%
133,338 $6.71 Million
Q1 2024

May 13, 2024
SELL
$50.23 - $50.46 $78,609 - $78,969
-1,565 Reduced 1.14%
135,532 $6.82 Million
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $922,106 - $927,248
18,365 Added 15.47%
137,097 $6.89 Million
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $577,013 - $579,652
11,476 Added 10.7%
118,732 $5.97 Million
Q2 2023

Aug 14, 2023
BUY
$50.23 - $50.5 $396,013 - $398,142
7,884 Added 7.93%
107,256 $5.4 Million
Q1 2023

May 08, 2023
BUY
$50.21 - $50.41 $630,135 - $632,645
12,550 Added 14.45%
99,372 $5 Million
Q4 2022

Feb 07, 2023
BUY
$50.2 - $50.39 $2.64 Million - $2.65 Million
52,635 Added 153.96%
86,822 $4.36 Million
Q3 2022

Nov 15, 2022
BUY
$50.24 - $50.38 $577,106 - $578,715
11,487 Added 50.6%
34,187 $1.72 Million
Q2 2022

Aug 12, 2022
BUY
$50.27 - $50.39 $529,091 - $530,354
10,525 Added 86.45%
22,700 $1.14 Million
Q1 2022

May 02, 2022
BUY
$50.18 - $50.3 $610,941 - $612,402
12,175 New
12,175 $612,000

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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