Transform Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Transform Wealth, LLC holds 11,242 shares of USFR stock, worth $566,034. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,242
Previous 11,242 -0.0%
Holding current value
$566,034
Previous $565,000 -0.0%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 15, 2024
BUY
$50.2 - $50.48 $1,807 - $1,817
36 Added 0.32%
11,242 $564,000
Q3 2023

Oct 10, 2023
BUY
$50.28 - $50.51 $6,988 - $7,020
139 Added 1.26%
11,206 $563,000
Q1 2023

Apr 14, 2023
BUY
$50.21 - $50.41 $555,674 - $557,887
11,067 New
11,067 $556,000

Others Institutions Holding USFR

# of Institutions
605
Shares Held
267M
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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