Professional Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Professional Financial Advisors, LLC

$385 Million
Q1 2025

A detailed history of Professional Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 36,588 shares of USFR stock, worth $1.85 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

36,588

Previous 49,526 26.12%

Holding current value

$1.85 Million

Previous $2.49 Million 26.12%

% of portfolio

0.48%

Previous 0.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$50.29 - $50.5 $650,652 - $653,369	-12,938 Reduced 26.12%	36,588 $1.84 Million
Q4 2024 Jan 13, 2025	BUY	$50.23 - $50.46 $872,896 - $876,893	17,378 Added 54.06%	49,526 $2.49 Million
Q3 2024 Oct 10, 2024	SELL	$50.2 - $50.48 $551,848 - $554,926	-10,993 Reduced 25.48%	32,148 $1.61 Million
Q2 2024 Jul 17, 2024	SELL	$50.28 - $50.52 $450,106 - $452,255	-8,952 Reduced 17.18%	43,141 $2.17 Million
Q1 2024 Apr 25, 2024	SELL	$50.23 - $50.46 $669,817 - $672,884	-13,335 Reduced 20.38%	52,093 $2.62 Million
Q4 2023 Jan 17, 2024	BUY	$50.21 - $50.49 $367,185 - $369,233	7,313 Added 12.58%	65,428 $3.29 Million
Q3 2023 Oct 25, 2023	BUY	$50.28 - $50.51 $2.92 Million - $2.94 Million	58,115 New	58,115 $2.92 Million
Q3 2022 Nov 09, 2022	BUY	$50.24 - $50.38 $100 - $100	2 Added 0.55%	367 $18,000
Q2 2022 Jul 28, 2022	BUY	$50.27 - $50.39 $18,348 - $18,392	365 New	365 $18,000

Others Institutions Holding USFR

# of Institutions

612

Shares Held

247M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Professional Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History