Addison Advisors LLC USFR Holdings History
Addison Advisors LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Addison Advisors LLC held 73,463.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $3.70 Mil. This investment constitutes 1.01% of their stock portfolio, and Addison Advisors LLC now holds 0.02% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q2. And since then Addison Advisors LLC has made 11 purchases of USFR, at an average price of $50.22, for a total of 104,866.00 shares. In addition, there have been 5 sales at an average price of $49.83 for 31,403.00 shares. Based on historical transaction data and USFR's current price of $50.44, Addison Advisors LLC's estimated gain on his USFR holdings is $4,318.51, reflecting a 0.08% gain to date.
Addison Advisors LLC USFR ($50.44) Holding Chart
Addison Advisors LLC USFR ($50.44) 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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