Global Wealth Strategies & Associates USFR Holdings History
Global Wealth Strategies & Associates's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Global Wealth Strategies & Associates held 672.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $33,830.00. This investment constitutes 0.01% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Global Wealth Strategies & Associates has made 4 purchases of USFR, at an average price of $50.37, for a total of 146,465.00 shares. In addition, there have been 3 sales at an average price of $50.36 for 145,793.00 shares. Based on historical transaction data and USFR's current price of $50.42, Global Wealth Strategies & Associates's estimated gain on his USFR holdings is $-1,444.87, reflecting a -0.02% gain to date.
Global Wealth Strategies & Associates USFR ($50.42) Holding Chart
Global Wealth Strategies & Associates USFR ($50.42) 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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