Stapp Wealth Management, Pllc Wisdomtree Floating Rate Treas Transaction History

Stapp Wealth Management, Pllc

  • $59.1 Million
  • Q4 2024

A detailed history of Stapp Wealth Management, Pllc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 347,373 shares of USFR stock, worth $17.5 Million. This represents 29.58% of its overall portfolio holdings.

Number of Shares
347,373
Previous 331,952 4.65%
Holding current value
$17.5 Million
Previous $16.7 Million 4.85%
% of portfolio
29.58%
Previous 29.32%

Shares

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

Jan 22, 2025
BUY
$50.23 - $50.46 $774,596 - $778,143
15,421 Added 4.65%
347,373 $17.5 Million
Q3 2024

Oct 21, 2024
BUY
$50.2 - $50.48 $629,407 - $632,918
12,538 Added 3.93%
331,952 $16.7 Million
Q2 2024

Jul 17, 2024
SELL
$50.28 - $50.52 $203,835 - $204,808
-4,054 Reduced 1.25%
319,414 $16.1 Million
Q1 2024

Apr 18, 2024
BUY
$50.23 - $50.46 $17,128 - $17,206
341 Added 0.11%
323,468 $16.3 Million
Q4 2023

Jan 23, 2024
BUY
$50.21 - $50.49 $2.38 Million - $2.39 Million
47,348 Added 17.17%
323,127 $16.2 Million
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $2.51 Million - $2.52 Million
49,978 Added 22.13%
275,779 $13.9 Million
Q2 2023

Jul 25, 2023
SELL
$50.23 - $50.5 $177,010 - $177,962
-3,524 Reduced 1.54%
225,801 $11.4 Million
Q1 2023

Apr 21, 2023
BUY
$50.21 - $50.41 $1.31 Million - $1.32 Million
26,166 Added 12.88%
229,325 $11.5 Million
Q4 2022

Jan 19, 2023
BUY
$50.2 - $50.39 $6.77 Million - $6.79 Million
134,848 Added 197.4%
203,159 $10.2 Million
Q3 2022

Nov 14, 2022
BUY
$50.24 - $50.38 $3.43 Million - $3.44 Million
68,311 New
68,311 $3.44 Million

Others Institutions Holding USFR

# of Institutions
537
Shares Held
208M
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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