A detailed history of Redmont Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 5,691 shares of USFR stock, worth $286,598. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,691
Previous 7,102 19.87%
Holding current value
$286,598
Previous $356,000 19.66%
% of portfolio
0.41%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$50.23 - $50.46 $70,874 - $71,199
-1,411 Reduced 19.87%
5,691 $286,000
Q4 2023

Jan 31, 2024

SELL
$50.21 - $50.49 $429,797 - $432,194
-8,560 Reduced 54.65%
7,102 $356,000
Q3 2023

Oct 25, 2023

BUY
$50.28 - $50.51 $787,485 - $791,087
15,662 New
15,662 $788,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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