Trademark Financial Management, LLC Wisdomtree Floating Rate Treas Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Trademark Financial Management, LLC holds 15,753 shares of USFR stock, worth $792,060. This represents 0.65% of its overall portfolio holdings.

Number of Shares
15,753
Previous 13,976 12.71%
Holding current value
$792,060
Previous $703 Million 12.76%
% of portfolio
0.65%
Previous 0.58%

Shares

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

Jul 30, 2024
BUY
$50.28 - $50.52 $89,347 - $89,774
1,777 Added 12.71%
15,753 $793 Million
Q1 2024

May 07, 2024
SELL
$50.23 - $50.46 $67,509 - $67,818
-1,344 Reduced 8.77%
13,976 $703 Million
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $769,217 - $773,506
15,320 New
15,320 $770 Million

Others Institutions Holding USFR

# of Institutions
527
Shares Held
228M
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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