Fortress Wealth Management, Inc. USFR Holdings History
Fortress Wealth Management, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 130,313.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $6.56 Mil. This investment constitutes 3.16% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.04% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Fortress Wealth Management, Inc. has made 4 purchases of USFR, at an average price of $50.37, for a total of 186,855.00 shares. In addition, there have been 3 sales at an average price of $50.36 for 56,542.00 shares. Based on historical transaction data and USFR's current price of $50.44, Fortress Wealth Management, Inc.'s estimated gain on his USFR holdings is $9,362.77, reflecting a 0.10% gain to date.
Fortress Wealth Management, Inc. USFR ($50.44) Holding Chart
Fortress Wealth Management, Inc. 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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