Synergy Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Synergy Investment Management, LLC holds 12,313 shares of USFR stock, worth $620,205. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,313
Previous 12,820 3.95%
Holding current value
$620,205
Previous $645 Million 3.94%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$50.29 - $50.5 $25,497 - $25,603
-507 Reduced 3.95%
12,313 $620 Million
Q4 2024

Feb 06, 2025
BUY
$50.23 - $50.46 $643,948 - $646,897
12,820 New
12,820 $645 Million

Others Institutions Holding USFR

# of Institutions
607
Shares Held
249M
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 Investment Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email