Modern Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Modern Wealth Management, LLC holds 34,560 shares of USFR stock, worth $1.74 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
34,560
Previous 34,062 1.46%
Holding current value
$1.74 Million
Previous $1.72 Billion 1.22%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Aug 07, 2024
BUY
$50.28 - $50.52 $25,039 - $25,158
498 Added 1.46%
34,560 $1.74 Billion
Q1 2024

May 13, 2024
BUY
$50.23 - $50.46 $1.71 Million - $1.72 Million
34,062 New
34,062 $1.72 Billion

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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