Total Clarity Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Total Clarity Wealth Management, Inc.

  • $296 Million
  • Q3 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 268,517 shares of USFR stock, worth $13.5 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares
268,517
Previous 302,618 11.27%
Holding current value
$13.5 Million
Previous $15.2 Million 11.43%
% of portfolio
4.55%
Previous 5.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$50.2 - $50.48 $1.71 Million - $1.72 Million
-34,101 Reduced 11.27%
268,517 $13.5 Million
Q2 2024

Aug 09, 2024
BUY
$50.28 - $50.52 $2.16 Million - $2.17 Million
42,892 Added 16.51%
302,618 $15.2 Million
Q1 2024

Apr 22, 2024
SELL
$50.23 - $50.46 $1.19 Million - $1.2 Million
-23,774 Reduced 8.39%
259,726 $13.1 Million
Q4 2023

Jan 23, 2024
SELL
$50.21 - $50.49 $2.95 Million - $2.96 Million
-58,705 Reduced 17.15%
283,500 $14.2 Million
Q3 2023

Oct 24, 2023
SELL
$50.28 - $50.51 $6.73 Million - $6.76 Million
-133,763 Reduced 28.1%
342,205 $17.2 Million
Q2 2023

Jul 24, 2023
SELL
$50.23 - $50.5 $6.31 Million - $6.35 Million
-125,703 Reduced 20.89%
475,968 $24 Million
Q1 2023

May 04, 2023
BUY
$50.21 - $50.41 $4.89 Million - $4.91 Million
97,421 Added 19.32%
601,671 $30.2 Million
Q4 2022

Feb 03, 2023
BUY
$50.2 - $50.39 $23.4 Million - $23.5 Million
465,854 Added 1213.29%
504,250 $25.3 Million
Q3 2022

Nov 04, 2022
BUY
$50.24 - $50.38 $1.7 Million - $1.71 Million
33,852 Added 744.98%
38,396 $1.93 Million
Q2 2022

Jul 29, 2022
BUY
$50.27 - $50.39 $228,426 - $228,972
4,544 New
4,544 $229,000

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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
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