Simplicity Wealth,Llc Wisdomtree Floating Rate Treas Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,008 shares of USFR stock, worth $302,442. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,008
Previous 5,697 5.46%
Holding current value
$302,442
Previous $286,000 5.24%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$50.2 - $50.48 $15,612 - $15,699
311 Added 5.46%
6,008 $301,000
Q2 2024

Jul 10, 2024
BUY
$50.28 - $50.52 $21,972 - $22,077
437 Added 8.31%
5,697 $286,000
Q1 2024

Apr 24, 2024
BUY
$50.23 - $50.46 $264,209 - $265,419
5,260 New
5,260 $264,000

Others Institutions Holding USFR

# of Institutions
518
Shares Held
227M
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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