Portland Financial Advisors Inc Wisdomtree Floating Rate Treas Transaction History

Portland Financial Advisors Inc

  • $46.9 Billion
  • Q3 2025

A detailed history of Portland Financial Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Portland Financial Advisors Inc holds 45,215 shares of USFR stock, worth $2.28 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares
45,215
Previous 45,948 1.6%
Holding current value
$2.28 Million
Previous $2.31 Billion 1.67%
% of portfolio
4.85%
Previous 5.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$50.23 - $50.48 $36,818 - $37,001
-733 Reduced 1.6%
45,215 $2.27 Billion
Q2 2025

Jul 29, 2025
BUY
$50.28 - $50.47 $68,380 - $68,639
1,360 Added 3.05%
45,948 $2.31 Billion
Q1 2025

May 08, 2025
BUY
$50.29 - $50.5 $160,626 - $161,297
3,194 Added 7.72%
44,588 $2.24 Billion
Q4 2024

Feb 04, 2025
BUY
$50.23 - $50.46 $2.08 Million - $2.09 Million
41,394 New
41,394 $2.08 Billion

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
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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