Eaton Financial Holdings Company, LLC USFR Holdings History
Eaton Financial Holdings Company, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Eaton Financial Holdings Company, LLC held 372,394.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $18.74 Mil. This investment constitutes 5.76% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.1% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then Eaton Financial Holdings Company, LLC has made 6 purchases of USFR, at an average price of $50.13, for a total of 664,185.00 shares. In addition, there have been 2 sales at an average price of $50.37 for 291,791.00 shares. Based on historical transaction data and USFR's current price of $50.47, Eaton Financial Holdings Company, LLC's estimated gain on his USFR holdings is $198,404.00, reflecting a 0.60% gain to date.
Eaton Financial Holdings Company, LLC USFR ($50.47) Holding Chart
Eaton Financial Holdings Company, LLC USFR ($50.47) 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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