Whalen Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

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 32,626 shares of USFR stock, worth $1.64 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
32,626
Previous 27,691 17.82%
Holding current value
$1.64 Million
Previous $1.39 Billion 17.85%
% of portfolio
1.1%
Previous 0.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$50.29 - $50.5 $248,181 - $249,217
4,935 Added 17.82%
32,626 $1.64 Billion
Q4 2024

Jan 17, 2025
BUY
$50.23 - $50.46 $185,499 - $186,348
3,693 Added 15.39%
27,691 $1.39 Billion
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
593
Shares Held
220M
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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