Shares

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

Jul 18, 2024

BUY
$50.28 - $50.52 $62,246 - $62,543
1,238 Added 46.18%
3,919 $197,000
Q1 2024

Apr 19, 2024

BUY
$50.23 - $50.46 $23,658 - $23,766
471 Added 21.31%
2,681 $134,000
Q4 2023

Jan 25, 2024

BUY
$50.21 - $50.49 $5,573 - $5,604
111 Added 5.29%
2,210 $111,000
Q3 2023

Nov 13, 2023

BUY
$50.28 - $50.51 $11,514 - $11,566
229 Added 12.25%
2,099 $106,000
Q2 2023

Jul 31, 2023

BUY
$50.23 - $50.5 $48,723 - $48,985
970 Added 107.78%
1,870 $95,000
Q1 2023

Apr 26, 2023

BUY
$50.21 - $50.41 $45,189 - $45,369
900 New
900 $45,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.