Summit Financial, LLC Wisdomtree Floating Rate Treas Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Summit Financial, LLC holds 277,540 shares of USFR stock, worth $14 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
277,540
Previous 45,623 508.33%
Holding current value
$14 Million
Previous $2.29 Million 509.56%
% of portfolio
0.49%
Previous 0.09%

Shares

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

Feb 12, 2025
BUY
$50.23 - $50.46 $11.6 Million - $11.7 Million
231,917 Added 508.33%
277,540 $14 Million
Q3 2024

Nov 12, 2024
BUY
$50.2 - $50.48 $121,182 - $121,858
2,414 Added 5.59%
45,623 $2.29 Million
Q2 2024

Jul 31, 2024
BUY
$50.28 - $50.52 $2.17 Million - $2.18 Million
43,209 New
43,209 $2.17 Million

Others Institutions Holding USFR

# of Institutions
580
Shares Held
220M
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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