Tmd Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Tmd Wealth Management, LLC

  • $387 Million
  • Q2 2024

A detailed history of Tmd Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 101,815 shares of USFR stock, worth $5.13 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
101,815
Previous 130,217 21.81%
Holding current value
$5.13 Million
Previous $6.55 Million 21.78%
% of portfolio
1.32%
Previous 1.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$50.28 - $50.52 $1.43 Million - $1.43 Million
-28,402 Reduced 21.81%
101,815 $5.12 Million
Q1 2024

May 14, 2024
SELL
$50.23 - $50.46 $436,800 - $438,800
-8,696 Reduced 6.26%
130,217 $6.55 Million
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $4.77 Million - $4.79 Million
94,913 Added 215.71%
138,913 $6.98 Million
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $2.21 Million - $2.22 Million
44,000 New
44,000 $2.21 Million

Others Institutions Holding USFR

# of Institutions
518
Shares Held
227M
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 Tmd Wealth Management, LLC Portfolio

Follow Tmd Wealth 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 Tmd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tmd Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email