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 $5.14 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
101,815
Previous 130,217 21.81%
Holding current value
$5.14 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

About WISDOMTREE FLOATING RATE TREAS


  • 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.