FOUNDERS FINANCIAL SECURITIES LLC USFR Holdings History
FOUNDERS FINANCIAL SECURITIES LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 141,740.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $7.13 Mil. This investment constitutes 0.6% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.04% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q2. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 7 purchases of USFR, at an average price of $50.17, for a total of 271,662.00 shares. In addition, there have been 5 sales at an average price of $50.27 for 129,922.00 shares. Based on historical transaction data and USFR's current price of $50.44, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his USFR holdings is $51,964.55, reflecting a 0.38% gain to date.
FOUNDERS FINANCIAL SECURITIES LLC USFR ($50.44) Holding Chart
FOUNDERS FINANCIAL SECURITIES LLC USFR ($50.44) 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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