A detailed history of Transamerica Financial Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 45,599 shares of USFR stock, worth $2.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
45,599
Previous 19,097 138.78%
Holding current value
$2.3 Million
Previous $961,000 138.29%
% of portfolio
0.22%
Previous 0.1%

Shares

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

Nov 13, 2024

BUY
$50.2 - $50.48 $1.33 Million - $1.34 Million
26,502 Added 138.78%
45,599 $2.29 Million
Q1 2024

May 15, 2024

BUY
$50.23 - $50.46 $959,242 - $963,634
19,097 New
19,097 $961,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. 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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.