Compass Financial Services Inc USFR Holdings History
Compass Financial Services Inc's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 19,658.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $989,390.00. This investment constitutes 0.52% of their stock portfolio, and Compass Financial Services Inc now holds 0.01% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2025Q1. And since then Compass Financial Services Inc has made 1 purchases of USFR, at an average price of $50.40, for a total of 19,658.00 shares. Based on historical transaction data and USFR's current price of $50.35, Compass Financial Services Inc's estimated gain on his USFR holdings is $-1,081.19, reflecting a -0.11% gain to date.
Compass Financial Services Inc USFR ($50.35) Holding Chart
Compass Financial Services Inc USFR ($50.35) 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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