Strategic Wealth Partners, Ltd. Wisdomtree Floating Rate Treas Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 14,186 shares of USFR stock, worth $713,697. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,186
Previous 28,914 50.94%
Holding current value
$713,697
Previous $1.45 Million 50.9%
% of portfolio
0.08%
Previous 0.18%

Shares

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

May 20, 2024
SELL
$50.23 - $50.46 $739,787 - $743,174
-14,728 Reduced 50.94%
14,186 $713,000
Q4 2023

May 20, 2024
BUY
$50.21 - $50.49 $329,327 - $331,163
6,559 Added 29.34%
28,914 $1.45 Million
Q3 2023

May 20, 2024
BUY
$50.28 - $50.51 $1.12 Million - $1.13 Million
22,355 New
22,355 $1.12 Million

Others Institutions Holding USFR

# of Institutions
496
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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