AJ WEALTH STRATEGIES, LLC USFR Holdings History
AJ WEALTH STRATEGIES, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 1.53 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $76.94 Mil. This investment constitutes 3.72% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 0.5% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then AJ WEALTH STRATEGIES, LLC has made 3 purchases of USFR, at an average price of $50.01, for a total of 1.53 Mil shares. Based on historical transaction data and USFR's current price of $50.31, AJ WEALTH STRATEGIES, LLC's estimated gain on his USFR holdings is $463,924.13, reflecting a 0.61% gain to date.
AJ WEALTH STRATEGIES, LLC USFR ($50.31) Holding Chart
AJ WEALTH STRATEGIES, LLC USFR ($50.31) 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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