Liberty Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 2024

A detailed history of Liberty Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Liberty Wealth Management LLC holds 122,518 shares of USFR stock, worth $6.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
122,518
Holding current value
$6.17 Million
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$50.28 - $50.52 $6.16 Million - $6.19 Million
122,518 New
122,518 $123,000
Q2 2023

Aug 10, 2023
BUY
$50.23 - $50.5 $138,835 - $139,582
2,764 Added 38.56%
9,932 $499,000
Q1 2023

May 03, 2023
BUY
$50.21 - $50.41 $359,905 - $361,338
7,168 New
7,168 $360,000

Others Institutions Holding USFR

# of Institutions
527
Shares Held
228M
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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