GSB Wealth Management, LLC USFR Holdings History
GSB Wealth Management, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, GSB Wealth Management, LLC held 249,153.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $12.53 Mil. This investment constitutes 3.07% of their stock portfolio, and GSB Wealth Management, LLC now holds 0.07% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q2. And since then GSB Wealth Management, LLC has made 9 purchases of USFR, at an average price of $50.09, for a total of 392,836.00 shares. In addition, there have been 4 sales at an average price of $50.35 for 143,683.00 shares. Based on historical transaction data and USFR's current price of $50.44, GSB Wealth Management, LLC's estimated gain on his USFR holdings is $125,446.19, reflecting a 0.64% gain to date.
GSB Wealth Management, LLC USFR ($50.44) Holding Chart
GSB Wealth Management, 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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