Resources Investment Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 16,725 shares of USFR stock, worth $843,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,725

Previous 16,474 1.52%

Holding current value

$843,943

Previous $828,000 1.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$50.2 - $50.48 $12,600 - $12,670	251 Added 1.52%	16,725 $839,000
Q2 2024 Aug 02, 2024	BUY	$50.28 - $50.52 $64,509 - $64,817	1,283 Added 8.45%	16,474 $828,000
Q1 2024 May 10, 2024	SELL	$50.23 - $50.46 $643,245 - $646,190	-12,806 Reduced 45.74%	15,191 $763,000
Q4 2023 Feb 13, 2024	SELL	$50.21 - $50.49 $5.52 Million - $5.55 Million	-109,986 Reduced 79.71%	27,997 $1.41 Million
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $4.96 Million - $4.98 Million	98,647 Added 250.78%	137,983 $6.94 Million
Q2 2023 Aug 07, 2023	SELL	$50.23 - $50.5 $98,501 - $99,030	-1,961 Reduced 4.75%	39,336 $1.98 Million
Q1 2023 May 10, 2023	SELL	$50.21 - $50.41 $6.16 Million - $6.19 Million	-122,760 Reduced 74.83%	41,297 $2.08 Million
Q4 2022 Feb 02, 2023	BUY	$50.2 - $50.39 $8.24 Million - $8.27 Million	164,057 New	164,057 $8.25 Million

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Resources Investment Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History