Td Private Client Wealth LLC Wisdomtree Floating Rate Treas Transaction History

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Td Private Client Wealth LLC holds 229 shares of USFR stock, worth $11,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 64 257.81%
Holding current value
$11,520
Previous $3.22 Million 257.68%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$50.28 - $50.47 $8,296 - $8,327
165 Added 257.81%
229 $11.5 Million
Q1 2025

Apr 29, 2025
SELL
$50.29 - $50.5 $402 - $404
-8 Reduced 11.11%
64 $3.22 Million
Q4 2024

Feb 11, 2025
SELL
$50.23 - $50.46 $2,611 - $2,623
-52 Reduced 41.94%
72 $3.62 Million
Q3 2024

Nov 18, 2024
SELL
$50.2 - $50.48 $1,757 - $1,766
-35 Reduced 22.01%
124 $6.23 Million
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $7,994 - $8,032
159 New
159 $8 Million
Q1 2024

Aug 16, 2024
SELL
$50.23 - $50.46 $5,927 - $5,954
-118 Reduced 42.6%
159 $8 Million
Q4 2023

Aug 16, 2024
SELL
$50.21 - $50.49 $25,707 - $25,850
-512 Reduced 64.89%
277 $13.9 Million
Q3 2023

Aug 16, 2024
SELL
$50.28 - $50.51 $18,804 - $18,890
-374 Reduced 32.16%
789 $39.7 Million
Q2 2023

Aug 16, 2024
SELL
$50.23 - $50.5 $72,080 - $72,467
-1,435 Reduced 55.23%
1,163 $58.5 Million
Q1 2023

Aug 16, 2024
SELL
$50.21 - $50.41 $9,991 - $10,031
-199 Reduced 7.11%
2,598 $131 Million
Q4 2022

Aug 16, 2024
BUY
$50.2 - $50.39 $132,427 - $132,928
2,638 Added 1659.12%
2,797 $141 Million

Others Institutions Holding USFR

# of Institutions
605
Shares Held
254M
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 Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth 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 Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email