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

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 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 12,042 shares of USFR stock, worth $607,518. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,042
Previous 16,624 27.56%
Holding current value
$607,518
Previous $834,000 27.46%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Feb 14, 2025
SELL
$50.23 - $50.46 $230,153 - $231,207
-4,582 Reduced 27.56%
12,042 $605,000
Q3 2024

Oct 08, 2024
SELL
$50.2 - $50.48 $39,256 - $39,475
-782 Reduced 4.49%
16,624 $834,000
Q2 2024

Oct 08, 2024
BUY
$50.28 - $50.52 $161,901 - $162,674
3,220 Added 22.7%
17,406 $875,000
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
575
Shares Held
219M
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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