Moneta Group Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,571 shares of USFR stock, worth $230,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,571
Previous 5,207 12.21%
Holding current value
$230,378
Previous $261,000 11.88%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$50.23 - $50.46 $31,946 - $32,092
-636 Reduced 12.21%
4,571 $230,000
Q3 2024

Nov 12, 2024
BUY
$50.2 - $50.48 $261,391 - $262,849
5,207 New
5,207 $261,000

Others Institutions Holding USFR

# of Institutions
585
Shares Held
221M
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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