Castle Rock Wealth Management, LLC USFR Holdings History
Castle Rock Wealth Management, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Castle Rock Wealth Management, LLC held 193,327.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $9.73 Mil. This investment constitutes 2.63% of their stock portfolio, and Castle Rock Wealth Management, LLC now holds 0.05% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q2. And since then Castle Rock Wealth Management, LLC has made 9 purchases of USFR, at an average price of $50.13, for a total of 269,776.00 shares. In addition, there have been 3 sales at an average price of $50.23 for 76,449.00 shares. Based on historical transaction data and USFR's current price of $50.29, Castle Rock Wealth Management, LLC's estimated gain on his USFR holdings is $39,536.65, reflecting a 0.29% gain to date.
Castle Rock Wealth Management, LLC USFR ($50.29) Holding Chart
Castle Rock Wealth Management, LLC USFR ($50.29) 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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