BIP Wealth, LLC USFR Holdings History
BIP Wealth, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 5.77 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $290.24 Mil. This investment constitutes 18.93% of their stock portfolio, and BIP Wealth, LLC now holds 1.54% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 5 purchases of USFR, at an average price of $50.10, for a total of 7.96 Mil shares. In addition, there have been 3 sales at an average price of $50.39 for 2.20 Mil shares. Based on historical transaction data and USFR's current price of $50.44, BIP Wealth, LLC's estimated gain on his USFR holdings is $2.60 Mil, reflecting a 0.65% gain to date.
BIP Wealth, LLC USFR ($50.44) Holding Chart
BIP Wealth, 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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