Financial Security Advisor, Inc. USFR Holdings History
Financial Security Advisor, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Financial Security Advisor, Inc. held 315,960.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $15.90 Mil. This investment constitutes 4.03% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0.08% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q3. And since then Financial Security Advisor, Inc. has made 5 purchases of USFR, at an average price of $50.37, for a total of 320,197.00 shares. In addition, there have been 1 sales at an average price of $50.34 for 4,237.00 shares. Based on historical transaction data and USFR's current price of $50.35, Financial Security Advisor, Inc.'s estimated gain on his USFR holdings is $-6,636.35, reflecting a -0.04% gain to date.
Financial Security Advisor, Inc. USFR ($50.35) Holding Chart
Financial Security Advisor, Inc. USFR ($50.35) 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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