Calton & Associates, Inc. USFR Holdings History
Calton & Associates, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Calton & Associates, Inc. held 273,240.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $13.75 Mil. This investment constitutes 3.14% of their stock portfolio, and Calton & Associates, Inc. now holds 0.07% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then Calton & Associates, Inc. has made 5 purchases of USFR, at an average price of $50.34, for a total of 527,783.00 shares. In addition, there have been 5 sales at an average price of $50.38 for 254,543.00 shares. Based on historical transaction data and USFR's current price of $50.46, Calton & Associates, Inc.'s estimated gain on his USFR holdings is $41,575.64, reflecting a 0.16% gain to date.
Calton & Associates, Inc. USFR ($50.46) Holding Chart
Calton & Associates, Inc. USFR ($50.46) 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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