Collaborative Wealth Managment Inc. USFR Holdings History
Collaborative Wealth Managment Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 138,534.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $6.97 Mil. This investment constitutes 3.26% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.04% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q3. And since then Collaborative Wealth Managment Inc. has made 7 purchases of USFR, at an average price of $50.38, for a total of 138,534.00 shares. Based on historical transaction data and USFR's current price of $50.40, Collaborative Wealth Managment Inc.'s estimated gain on his USFR holdings is $2,784.06, reflecting a 0.04% gain to date.
Collaborative Wealth Managment Inc. USFR ($50.40) Holding Chart
Collaborative Wealth Managment Inc. USFR ($50.40) 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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