Strategic Financial Concepts, LLC Wisdomtree Floating Rate Treas Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 260,082 shares of USFR stock, worth $13.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
260,082
Previous 4,424 5778.89%
Holding current value
$13.1 Million
Previous $222 Million 856.58%
% of portfolio
0.39%
Previous 0.07%

Shares

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

Jan 30, 2025
SELL
$50.23 - $50.46 $10.9 Million - $11 Million
-217,847 Reduced 83.76%
42,235 $2.13 Billion
Q4 2024

Jan 27, 2025
BUY
$50.23 - $50.46 $12.8 Million - $12.9 Million
255,658 Added 5778.89%
260,082 $2.13 Billion
Q3 2024

Nov 12, 2024
SELL
$50.2 - $50.48 $24.7 Million - $24.9 Million
-492,527 Reduced 99.11%
4,424 $222 Million
Q2 2024

Aug 06, 2024
BUY
$50.28 - $50.52 $22 Million - $22.1 Million
437,239 Added 732.25%
496,951 $1.98 Billion
Q1 2024

Apr 22, 2024
BUY
$50.23 - $50.46 $1.19 Million - $1.19 Million
23,655 Added 65.6%
59,712 $3 Billion
Q4 2023

Jan 18, 2024
SELL
$50.21 - $50.49 $1.52 Million - $1.52 Million
-30,178 Reduced 45.56%
36,057 $1.81 Billion
Q3 2023

Nov 07, 2023
BUY
$50.28 - $50.51 $1.69 Million - $1.7 Million
33,604 Added 102.98%
66,235 $3.33 Billion
Q2 2023

Sep 06, 2023
BUY
$50.23 - $50.5 $1.41 Million - $1.42 Million
28,057 Added 613.4%
32,631 $1.64 Billion
Q1 2023

Sep 06, 2023
BUY
$50.21 - $50.41 $229,660 - $230,575
4,574 New
4,574 $230 Million

Others Institutions Holding USFR

# of Institutions
585
Shares Held
221M
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 Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email