West Chester Capital Advisors, Inc Wisdomtree Floating Rate Treas Transaction History

West Chester Capital Advisors, Inc

  • $52.2 Million
  • Q3 2023

A detailed history of West Chester Capital Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 35,903 shares of USFR stock, worth $1.81 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
35,903
Previous 49,487 27.45%
Holding current value
$1.81 Million
Previous $2.49 Million 27.47%
% of portfolio
3.46%
Previous 4.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$50.28 - $50.51 $683,003 - $686,127
-13,584 Reduced 27.45%
35,903 $1.81 Million
Q2 2023

Aug 14, 2023
SELL
$50.23 - $50.5 $5.71 Million - $5.74 Million
-113,760 Reduced 69.69%
49,487 $2.49 Million
Q1 2023

May 04, 2023
SELL
$50.21 - $50.41 $11,799 - $11,846
-235 Reduced 0.14%
163,247 $8.21 Million
Q4 2022

Feb 06, 2023
BUY
$50.2 - $50.39 $304,262 - $305,413
6,061 Added 3.85%
163,482 $8.22 Million
Q3 2022

Oct 31, 2022
BUY
N/A
157,421 New
157,421 $7.92 Million

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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