Clear Rock Advisors, LLC USFR Holdings History
Clear Rock Advisors, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2024-06-30, Clear Rock Advisors, LLC held 292,008.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $14.69 Mil. This investment constitutes 6.28% of their stock portfolio, and Clear Rock Advisors, LLC now holds 0.09% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Clear Rock Advisors, LLC has made 1 purchases of USFR, at an average price of $50.37, for a total of 356,488.00 shares. In addition, there have been 1 sales at an average price of $50.40 for 64,480.00 shares. Based on historical transaction data and USFR's current price of $50.45, Clear Rock Advisors, LLC's estimated gain on his USFR holdings is $24,138.68, reflecting a 0.13% gain to date.
Clear Rock Advisors, LLC USFR ($50.45) Holding Chart
Clear Rock Advisors, LLC USFR ($50.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
