Pensionmark Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Pensionmark Financial Group, LLC

  • $18.2 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 19,015 shares of USFR stock, worth $959,306. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,015
Previous 9,305 104.35%
Holding current value
$959,306
Previous $468,000 103.85%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$50.2 - $50.48 $487,442 - $490,160
9,710 Added 104.35%
19,015 $954,000
Q2 2024

Aug 14, 2024
SELL
$50.28 - $50.52 $261,154 - $262,400
-5,194 Reduced 35.82%
9,305 $468,000
Q1 2024

May 15, 2024
BUY
$50.23 - $50.46 $728,284 - $731,619
14,499 New
14,499 $729,000

Others Institutions Holding USFR

# of Institutions
528
Shares Held
210M
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email