Synergy Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Synergy Asset Management, LLC holds 15,235 shares of USFR stock, worth $766,929. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,235
Holding current value
$766,929
% of portfolio
0.06%

Shares

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

Jan 23, 2025
BUY
$50.23 - $50.46 $765,254 - $768,758
15,235 New
15,235 $766,000
Q2 2024

Aug 05, 2024
BUY
$50.28 - $50.52 $359,099 - $360,813
7,142 New
7,142 $359,000
Q2 2022

Aug 08, 2022
BUY
$50.27 - $50.39 $7.51 Million - $7.53 Million
149,432 New
149,432 $7.52 Million

Others Institutions Holding USFR

# of Institutions
550
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
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, 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 Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email