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

Prevail Innovative Wealth Advisors, LLC

  • $269 Billion
  • Q1 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 152,434 shares of USFR stock, worth $7.67 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
152,434
Previous 197,520 22.83%
Holding current value
$7.67 Million
Previous $9.92 Billion 22.75%
% of portfolio
2.85%
Previous 4.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
496
Shares Held
229M
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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