Westside Investment Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Westside Investment Management, Inc.

  • $470 Billion
  • Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Westside Investment Management, Inc. holds 469 shares of USFR stock, worth $23,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares
469
Previous 6,506 92.79%
Holding current value
$23,609
Previous $327 Million 92.8%
% of portfolio
0.01%
Previous 0.07%

Shares

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

Nov 20, 2024
SELL
$50.2 - $50.48 $303,057 - $304,747
-6,037 Reduced 92.79%
469 $23.6 Million
Q1 2024

Apr 19, 2024
SELL
$50.23 - $50.46 $346,587 - $348,174
-6,900 Reduced 51.47%
6,506 $327 Million
Q4 2023

Jan 12, 2024
BUY
$50.21 - $50.49 $20,385 - $20,498
406 Added 3.12%
13,406 $674 Million
Q3 2023

Nov 15, 2023
BUY
$50.28 - $50.51 $653,640 - $656,630
13,000 New
13,000 $654 Million

Others Institutions Holding USFR

# of Institutions
531
Shares Held
210M
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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