A detailed history of Valley National Advisers Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Valley National Advisers Inc holds 3,919 shares of USFR stock, worth $197,321. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,919
Previous 2,681 46.18%
Holding current value
$197,321
Previous $134,000 47.01%
% of portfolio
0.03%
Previous 0.02%

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
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