Napa Wealth Management Wisdomtree Floating Rate Treas Transaction History

Napa Wealth Management

  • $148 Billion
  • Q2 2024

A detailed history of Napa Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Napa Wealth Management holds 443,661 shares of USFR stock, worth $22.3 Million. This represents 15.07% of its overall portfolio holdings.

Number of Shares
443,661
Previous 1,107,883 59.95%
Holding current value
$22.3 Million
Previous $55.7 Billion 59.94%
% of portfolio
15.07%
Previous 29.34%

Shares

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

Aug 14, 2024
SELL
$50.28 - $50.52 $33.4 Million - $33.6 Million
-664,222 Reduced 59.95%
443,661 $22.3 Billion
Q1 2024

Aug 14, 2024
BUY
$50.23 - $50.46 $30.8 Million - $30.9 Million
612,796 Added 123.78%
1,107,883 $55.7 Billion
Q4 2023

Feb 22, 2024
BUY
$50.21 - $50.49 $24.9 Million - $25 Million
495,087 New
495,087 $24.9 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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