Apexium Financial, LP USFR Holdings History
Apexium Financial, LP's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Apexium Financial, LP held 300,569.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $15.13 Mil. This investment constitutes 0.9% of their stock portfolio, and Apexium Financial, LP now holds 0.08% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q3. And since then Apexium Financial, LP has made 5 purchases of USFR, at an average price of $50.37, for a total of 305,575.00 shares. In addition, there have been 6 sales at an average price of $50.29 for 5,006.00 shares. Based on historical transaction data and USFR's current price of $50.42, Apexium Financial, LP's estimated gain on his USFR holdings is $15,806.54, reflecting a 0.10% gain to date.
Apexium Financial, LP USFR ($50.42) Holding Chart
Apexium Financial, LP USFR ($50.42) 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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