Etesian Wealth Advisors, Inc. USFR Holdings History
Etesian Wealth Advisors, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Etesian Wealth Advisors, Inc. held 253,909.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $12.77 Mil. This investment constitutes 4.76% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0.07% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then Etesian Wealth Advisors, Inc. has made 6 purchases of USFR, at an average price of $50.35, for a total of 376,008.00 shares. In addition, there have been 4 sales at an average price of $50.37 for 122,099.00 shares. Based on historical transaction data and USFR's current price of $50.47, Etesian Wealth Advisors, Inc.'s estimated gain on his USFR holdings is $33,763.07, reflecting a 0.18% gain to date.
Etesian Wealth Advisors, Inc. USFR ($50.47) Holding Chart
Etesian Wealth Advisors, Inc. 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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