Encompass More Asset Management USFR Holdings History
Encompass More Asset Management's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Encompass More Asset Management held 284,166.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $14.30 Mil. This investment constitutes 4.27% of their stock portfolio, and Encompass More Asset Management now holds 0.08% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q3. And since then Encompass More Asset Management has made 2 purchases of USFR, at an average price of $50.35, for a total of 599,245.00 shares. In addition, there have been 1 sales at an average price of $50.40 for 315,079.00 shares. Based on historical transaction data and USFR's current price of $50.40, Encompass More Asset Management's estimated gain on his USFR holdings is $32,123.02, reflecting a 0.11% gain to date.
Encompass More Asset Management USFR ($50.40) Holding Chart
Encompass More Asset Management 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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