Summit Wealth Group LLC / CO Wisdomtree Floating Rate Treas Transaction History

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 27,224 shares of USFR stock, worth $1.37 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
27,224
Holding current value
$1.37 Million
% of portfolio
0.46%

Shares

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

Nov 14, 2025
BUY
$50.23 - $50.48 $1.37 Million - $1.37 Million
27,224 New
27,224 $1.37 Billion

Others Institutions Holding USFR

# of Institutions
606
Shares Held
251M
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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