ADIRONDACK RETIREMENT SPECIALISTS, INC. USFR Holdings History
ADIRONDACK RETIREMENT SPECIALISTS, INC.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2023-09-30, ADIRONDACK RETIREMENT SPECIALISTS, INC. held 241,808.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $12.17 Mil. This investment constitutes 9.46% of their stock portfolio, and ADIRONDACK RETIREMENT SPECIALISTS, INC. now holds 0.08% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q1. And since then ADIRONDACK RETIREMENT SPECIALISTS, INC. has made 4 purchases of USFR, at an average price of $50.01, for a total of 241,808.00 shares. Based on historical transaction data and USFR's current price of $50.40, ADIRONDACK RETIREMENT SPECIALISTS, INC.'s estimated gain on his USFR holdings is $93,151.13, reflecting a 0.77% gain to date.
ADIRONDACK RETIREMENT SPECIALISTS, INC. USFR ($50.40) Holding Chart
ADIRONDACK RETIREMENT SPECIALISTS, INC. USFR ($50.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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