Charis Legacy Partners, LLC USFR Holdings History
Charis Legacy Partners, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Charis Legacy Partners, LLC held 52,484.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $2.64 Mil. This investment constitutes 4.35% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0.01% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 1 purchases of USFR, at an average price of $50.37, for a total of 55,050.00 shares. In addition, there have been 1 sales at an average price of $50.40 for 2,566.00 shares. Based on historical transaction data and USFR's current price of $50.41, Charis Legacy Partners, LLC's estimated gain on his USFR holdings is $2,393.96, reflecting a 0.09% gain to date.
Charis Legacy Partners, LLC USFR ($50.41) Holding Chart
Charis Legacy Partners, LLC USFR ($50.41) 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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