Signature Estate & Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Signature Estate & Investment Advisors LLC

  • $3.53 Billion
  • Q1 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 2,447,887 shares of USFR stock, worth $123 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
2,447,887
Previous 2,252,641 8.67%
Holding current value
$123 Million
Previous $113 Million 8.78%
% of portfolio
3.48%
Previous 3.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$50.23 - $50.46 $9.81 Million - $9.85 Million
195,246 Added 8.67%
2,447,887 $123 Million
Q4 2023

Jan 26, 2024
BUY
$50.21 - $50.49 $35.8 Million - $36 Million
712,473 Added 46.26%
2,252,641 $113 Million
Q3 2023

Oct 25, 2023
BUY
$50.28 - $50.51 $2.17 Million - $2.18 Million
43,133 Added 2.88%
1,540,168 $77.5 Million
Q2 2023

Jul 19, 2023
BUY
$50.23 - $50.5 $1.2 Million - $1.21 Million
23,878 Added 1.62%
1,497,035 $75.3 Million
Q1 2023

May 03, 2023
SELL
$50.21 - $50.41 $37.2 Million - $37.4 Million
-741,282 Reduced 33.47%
1,473,157 $74.1 Million
Q4 2022

Jan 11, 2023
BUY
$50.2 - $50.39 $52.3 Million - $52.5 Million
1,041,750 Added 88.83%
2,214,439 $111 Million
Q3 2022

Oct 20, 2022
BUY
N/A
39,223 Added 3.46%
1,172,689 $59 Million
Q2 2022

Jul 13, 2022
BUY
N/A
1,133,466 New
1,133,466 $57 Million

Others Institutions Holding USFR

# of Institutions
497
Shares Held
229M
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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