Root Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Root Financial Partners, LLC holds 15,774 shares of USFR stock, worth $793,589. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,774
Previous 17,380 9.24%
Holding current value
$793,589
Previous $875 Million 9.22%
% of portfolio
0.08%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$50.29 - $50.5 $80,765 - $81,103
-1,606 Reduced 9.24%
15,774 $794 Million
Q3 2024

Oct 31, 2024
BUY
$50.2 - $50.48 $872,476 - $877,342
17,380 New
17,380 $873 Million

Others Institutions Holding USFR

# of Institutions
611
Shares Held
247M
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
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email