Stonebridge Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Stonebridge Wealth Management, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 398,700 shares of USFR stock, worth $20.1 Million. This represents 17.2% of its overall portfolio holdings.

Number of Shares
398,700
Previous 414,856 3.89%
Holding current value
$20.1 Million
Previous $20.9 Billion 3.97%
% of portfolio
17.2%
Previous 19.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$50.23 - $50.48 $811,515 - $815,554
-16,156 Reduced 3.89%
398,700 $20 Billion
Q2 2025

Aug 27, 2025
BUY
$50.28 - $50.47 $20.9 Million - $20.9 Million
414,856 New
414,856 $20.9 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
Track This Portfolio

Track Stonebridge Wealth Management, LLC Portfolio

Follow Stonebridge Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email