Morris Retirement Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 7,329 shares of USFR stock, worth $369,894. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,329
Previous 4,078 79.72%
Holding current value
$369,894
Previous $205,000 79.51%
% of portfolio
0.2%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$50.29 - $50.5 $163,492 - $164,175
3,251 Added 79.72%
7,329 $368,000
Q4 2024

Jan 13, 2025
BUY
$50.23 - $50.46 $204,837 - $205,775
4,078 New
4,078 $205,000

Others Institutions Holding USFR

# of Institutions
612
Shares Held
247M
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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