Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Floating Rate Treas Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 16,380 shares of USFR stock, worth $824,896. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,380

Previous 14,856 10.26%

Holding current value

$824,896

Previous $746,000 10.46%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$50.23 - $50.46 $76,550 - $76,901	1,524 Added 10.26%	16,380 $824,000
Q3 2024 Nov 08, 2024	BUY	$50.2 - $50.48 $7,530 - $7,571	150 Added 1.02%	14,856 $746,000
Q2 2024 Aug 13, 2024	BUY	$50.28 - $50.52 $509,738 - $512,171	10,138 Added 221.94%	14,706 $739,000
Q1 2024 Apr 30, 2024	BUY	$50.23 - $50.46 $213,778 - $214,757	4,256 Added 1364.1%	4,568 $229,000
Q4 2023 Jan 30, 2024	BUY	$50.21 - $50.49 $15,665 - $15,752	312 New	312 $15,000
Q2 2023 Jul 19, 2023	SELL	$50.23 - $50.5 $100 - $101	-2 Reduced 1.87%	105 $5,000
Q1 2023 May 10, 2023	BUY	$50.21 - $50.41 $5,372 - $5,393	107 New	107 $5,000

Others Institutions Holding USFR

# of Institutions

556

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Floating Rate Treas Transaction History