Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Palo Alto Wealth Advisors, LLC

$142 Billion
Q1 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 175,131 shares of USFR stock, worth $8.84 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

175,131

Previous 201,960 13.28%

Holding current value

$8.84 Million

Previous $10.1 Billion 13.2%

% of portfolio

6.21%

Previous 7.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$50.23 - $50.46 $1.35 Million - $1.35 Million	-26,829 Reduced 13.28%	175,131 $8.81 Billion
Q4 2023 Feb 05, 2024	BUY	$50.21 - $50.49 $1.62 Million - $1.63 Million	32,250 Added 19.0%	201,960 $10.1 Billion
Q3 2023 Oct 30, 2023	BUY	$50.28 - $50.51 $3.11 Million - $3.12 Million	61,792 Added 57.26%	169,710 $8.54 Billion
Q2 2023 Aug 07, 2023	BUY	$50.23 - $50.5 $795,140 - $799,415	15,830 Added 17.19%	107,918 $5.43 Billion
Q1 2023 Apr 18, 2023	BUY	$50.21 - $50.41 $89,273 - $89,628	1,778 Added 1.97%	92,088 $4.63 Billion

Q4 2022 Feb 07, 2023	BUY	$50.2 - $50.39 $4.53 Million - $4.55 Million	90,310 New	90,310 $4.54 Billion

Others Institutions Holding USFR

# of Institutions

499

Shares Held

230M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Account

Palo Alto Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History