Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 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 38,021 shares of USFR stock, worth $1.92 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
38,021
Previous 31,688 19.99%
Holding current value
$1.92 Million
Previous $1.59 Million 19.76%
% of portfolio
0.26%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$50.2 - $50.48 $317,916 - $319,689
6,333 Added 19.99%
38,021 $1.91 Million
Q2 2024

Jul 26, 2024
SELL
$50.28 - $50.52 $852,246 - $856,314
-16,950 Reduced 34.85%
31,688 $1.59 Million
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
544
Shares Held
209M
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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