Wealthcare Advisory Partners LLC Wisdomtree Floating Rate Treas Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 466,290 shares of USFR stock, worth $23.5 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
466,290
Previous 388,109 20.14%
Holding current value
$23.5 Million
Previous $19.5 Million 20.38%
% of portfolio
0.67%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$50.23 - $50.46 $3.93 Million - $3.95 Million
78,181 Added 20.14%
466,290 $23.5 Million
Q3 2024

Nov 04, 2024
SELL
$50.2 - $50.48 $32.2 Million - $32.4 Million
-641,148 Reduced 62.29%
388,109 $19.5 Million
Q2 2024

Aug 09, 2024
BUY
$50.28 - $50.52 $2.76 Million - $2.77 Million
54,922 Added 5.64%
1,029,257 $51.8 Million
Q1 2024

Apr 15, 2024
BUY
$50.23 - $50.46 $5.37 Million - $5.39 Million
106,894 Added 12.32%
974,335 $49 Million
Q4 2023

Feb 06, 2024
BUY
$50.21 - $50.49 $28.8 Million - $28.9 Million
573,069 Added 194.68%
867,441 $43.6 Million
Q3 2023

Oct 12, 2023
BUY
$50.28 - $50.51 $1.94 Million - $1.95 Million
38,534 Added 15.06%
294,372 $14.8 Million
Q2 2023

Jul 17, 2023
BUY
$50.23 - $50.5 $4.16 Million - $4.19 Million
82,913 Added 47.95%
255,838 $12.9 Million
Q1 2023

May 04, 2023
SELL
$50.21 - $50.41 $9.92 Million - $9.96 Million
-197,570 Reduced 53.33%
172,925 $8.69 Million
Q4 2022

Feb 13, 2023
BUY
$50.2 - $50.39 $18.6 Million - $18.7 Million
370,495 New
370,495 $18.6 Million

Others Institutions Holding USFR

# of Institutions
564
Shares Held
229M
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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