Sax Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,026 shares of USFR stock, worth $405,152. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,026
Previous 7,747 3.6%
Holding current value
$405,152
Previous $389,000 3.6%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $14,014 - $14,078
279 Added 3.6%
8,026 $403,000
Q3 2024

Oct 17, 2024
BUY
$50.2 - $50.48 $169,525 - $170,470
3,377 Added 77.28%
7,747 $389,000
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $219,723 - $220,772
4,370 New
4,370 $219,000

Others Institutions Holding USFR

# of Institutions
544
Shares Held
209M
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
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