Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 4,974,575 shares of USFR stock, worth $250 Million. This represents 42.38% of its overall portfolio holdings.

Number of Shares
4,974,575
Previous 5,598,422 11.14%
Holding current value
$250 Million
Previous $282 Billion 11.18%
% of portfolio
42.38%
Previous 46.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$50.28 - $50.47 $31.4 Million - $31.5 Million
-623,847 Reduced 11.14%
4,974,575 $250 Billion
Q1 2025

May 07, 2025
BUY
$50.29 - $50.5 $36.9 Million - $37.1 Million
733,794 Added 15.08%
5,598,422 $282 Billion
Q4 2024

Jan 28, 2025
BUY
$50.23 - $50.46 $244 Million - $245 Million
4,864,628 New
4,864,628 $245 Billion

Others Institutions Holding USFR

# of Institutions
606
Shares Held
253M
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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