Regal Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Regal Investment Advisors LLC

$1.49 Billion
Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Regal Investment Advisors LLC holds 16,302 shares of USFR stock, worth $821,457. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,302

Previous 17,198 5.21%

Holding current value

$821,457

Previous $864,000 5.09%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$50.28 - $50.52 $45,050 - $45,265	-896 Reduced 5.21%	16,302 $820,000
Q1 2024 May 15, 2024	SELL	$50.23 - $50.46 $38,777 - $38,955	-772 Reduced 4.3%	17,198 $864,000
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $94,595 - $95,123	1,884 Added 11.71%	17,970 $902,000
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $166,326 - $167,087	3,308 Added 25.89%	16,086 $809,000
Q2 2023 Aug 11, 2023	BUY	$50.23 - $50.5 $49,275 - $49,540	981 Added 8.32%	12,778 $642,000
Q1 2023 May 11, 2023	BUY	$50.21 - $50.41 $73,858 - $74,153	1,471 Added 14.25%	11,797 $593,000
Q4 2022 Mar 01, 2023	BUY	$50.2 - $50.39 $518,365 - $520,327	10,326 New	10,326 $519,000

Others Institutions Holding USFR

# of Institutions

527

Shares Held

228M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Regal Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History