Whalen Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024

A detailed history of Whalen Wealth Management Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 23,998 shares of USFR stock, worth $1.21 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
23,998
Previous 24,889 3.58%
Holding current value
$1.21 Million
Previous $1.25 Billion 3.75%
% of portfolio
0.85%
Previous 0.99%

Shares

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

Nov 07, 2024
SELL
$50.2 - $50.48 $44,728 - $44,977
-891 Reduced 3.58%
23,998 $1.21 Billion
Q2 2024

Aug 01, 2024
BUY
$50.28 - $50.52 $1.25 Million - $1.26 Million
24,889 New
24,889 $1.25 Billion

Others Institutions Holding USFR

# of Institutions
518
Shares Held
227M
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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email