Family Legacy Financial Solutions, LLC USFR Holdings History
Family Legacy Financial Solutions, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Family Legacy Financial Solutions, LLC held 377,362.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $18.99 Mil. This investment constitutes 16.1% of their stock portfolio, and Family Legacy Financial Solutions, LLC now holds 0.1% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2025Q2. Based on historical transaction data and USFR's current price of $50.44, Family Legacy Financial Solutions, LLC's estimated gain on his USFR holdings is $26,415.34, reflecting a 0.14% gain to date.
Family Legacy Financial Solutions, LLC USFR ($50.44) Holding Chart
Family Legacy Financial Solutions, 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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