Leibman Financial Services, Inc. Wisdomtree Floating Rate Treas Transaction History

Leibman Financial Services, Inc.

$137 Billion
Q4 2024

A detailed history of Leibman Financial Services, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Leibman Financial Services, Inc. holds 251,115 shares of USFR stock, worth $12.7 Million. This represents 9.22% of its overall portfolio holdings.

Number of Shares

251,115

Previous 192,955 30.14%

Holding current value

$12.7 Million

Previous $9.69 Billion 30.4%

% of portfolio

9.22%

Previous 6.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$50.23 - $50.46 $2.92 Million - $2.93 Million	58,160 Added 30.14%	251,115 $12.6 Billion
Q3 2024 Oct 08, 2024	BUY	$50.2 - $50.48 $1.01 Million - $1.02 Million	20,124 Added 11.64%	192,955 $9.69 Billion
Q2 2024 Jul 08, 2024	SELL	$50.28 - $50.52 $397,362 - $399,259	-7,903 Reduced 4.37%	172,831 $8.7 Billion
Q1 2024 Apr 04, 2024	BUY	$50.23 - $50.46 $1.87 Million - $1.88 Million	37,214 Added 25.93%	180,734 $9.09 Billion
Q4 2023 Jan 05, 2024	BUY	$50.21 - $50.49 $7.21 Million - $7.25 Million	143,520 New	143,520 $7.21 Billion

Others Institutions Holding USFR

# of Institutions

580

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Leibman Financial Services, Inc. Wisdomtree Floating Rate Treas Transaction History