HALBERT HARGROVE GLOBAL ADVISORS, LLC USFR Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 382.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $19,200.00. This investment constitutes 0% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q3. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 2 purchases of USFR, at an average price of $50.37, for a total of 3.97 Mil shares. In addition, there have been 3 sales at an average price of $50.38 for 3.97 Mil shares. Based on historical transaction data and USFR's current price of $50.44, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his USFR holdings is $52,263.70, reflecting a 0.03% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC USFR ($50.44) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, 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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