Number of Shares
138,534.00
Current Holdings Value*
$6.97 Mil
% of Portfolio
3.26%
Total Estimate Gain
$13.38
% of Total Estimate Gain
0.00%

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 $50.38, Collaborative Wealth Managment Inc.'s estimated gain on his USFR holdings is $13.38, reflecting a 0.00% gain to date.

Collaborative Wealth Managment Inc. USFR ($50.38) Holding Chart

Collaborative Wealth Managment Inc. USFR ($50.38) 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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