Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Shield Partners, LLC

  • $600 Million
  • Q1 2024

A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 48,638 shares of USFR stock, worth $2.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
48,638
Previous 34,248 42.02%
Holding current value
$2.45 Million
Previous $1.72 Million 42.21%
% of portfolio
0.41%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$50.23 - $50.46 $722,809 - $726,119
14,390 Added 42.02%
48,638 $2.45 Million
Q4 2023

Jan 23, 2024
BUY
$50.21 - $50.49 $1.31 Million - $1.32 Million
26,166 Added 323.76%
34,248 $1.72 Million
Q3 2023

Oct 25, 2023
BUY
$50.28 - $50.51 $406,362 - $408,221
8,082 New
8,082 $406,000

Others Institutions Holding USFR

# of Institutions
496
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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