Legacy Wealth Managment, Llc/Id Wisdomtree Floating Rate Treas Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,911 shares of USFR stock, worth $146,627. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,911
Previous 2,897 0.48%
Holding current value
$146,627
Previous $145,000 0.69%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$50.28 - $50.47 $703 - $706
14 Added 0.48%
2,911 $146,000
Q1 2025

May 16, 2025
BUY
$50.29 - $50.5 $101,434 - $101,858
2,017 Added 229.2%
2,897 $145,000
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $44,202 - $44,404
880 New
880 $44,000

Others Institutions Holding USFR

# of Institutions
607
Shares Held
249M
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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