Vishria Bird Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Vishria Bird Financial Group, LLC

$264 Million
Q3 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 44,082 shares of USFR stock, worth $2.22 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

44,082

Previous 44,327 0.55%

Holding current value

$2.22 Million

Previous $2.23 Million 0.72%

% of portfolio

0.84%

Previous 0.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$50.2 - $50.48 $12,299 - $12,367	-245 Reduced 0.55%	44,082 $2.21 Million
Q2 2024 Jul 23, 2024	SELL	$50.28 - $50.52 $7,089 - $7,123	-141 Reduced 0.32%	44,327 $2.23 Million
Q1 2024 Apr 22, 2024	BUY	$50.23 - $50.46 $9,794 - $9,839	195 Added 0.44%	44,468 $2.24 Million
Q4 2023 Jan 25, 2024	SELL	$50.21 - $50.49 $25,356 - $25,497	-505 Reduced 1.13%	44,273 $2.22 Million
Q3 2023 Oct 26, 2023	BUY	$50.28 - $50.51 $18,100 - $18,183	360 Added 0.81%	44,778 $2.25 Million
Q2 2023 Jul 19, 2023	SELL	$50.23 - $50.5 $10,246 - $10,302	-204 Reduced 0.46%	44,418 $2.24 Million
Q1 2023 Apr 17, 2023	SELL	$50.21 - $50.41 $10,945 - $10,989	-218 Reduced 0.49%	44,622 $2.24 Million
Q4 2022 Feb 01, 2023	SELL	$50.2 - $50.39 $73,241 - $73,519	-1,459 Reduced 3.15%	44,840 $2.25 Million
Q3 2022 Oct 27, 2022	BUY	$50.24 - $50.38 $2.33 Million - $2.33 Million	46,299 New	46,299 $2.33 Million

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Vishria Bird Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History