Prevail Innovative Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Prevail Innovative Wealth Advisors, LLC

$328 Billion
Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 100,901 shares of USFR stock, worth $5.09 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

100,901

Previous 139,559 27.7%

Holding current value

$5.09 Million

Previous $7.02 Billion 27.83%

% of portfolio

1.54%

Previous 2.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$50.2 - $50.48 $1.94 Million - $1.95 Million	-38,658 Reduced 27.7%	100,901 $5.07 Billion
Q2 2024 Aug 08, 2024	SELL	$50.28 - $50.52 $647,355 - $650,445	-12,875 Reduced 8.45%	139,559 $7.02 Billion
Q1 2024 May 09, 2024	SELL	$50.23 - $50.46 $2.26 Million - $2.28 Million	-45,086 Reduced 22.83%	152,434 $7.67 Billion
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $455,203 - $457,742	9,066 Added 4.81%	197,520 $9.92 Billion
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $8.98 Million - $9.02 Million	178,553 Added 1803.38%	188,454 $9.48 Billion
Q2 2023 Aug 15, 2023	BUY	$50.23 - $50.5 $497,327 - $500,000	9,901 New	9,901 $498 Million

Others Institutions Holding USFR

# of Institutions

538

Shares Held

208M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Prevail Innovative Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History