Haven Private, LLC USFR Holdings History
Haven Private, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Haven Private, LLC held 79,725.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $4.01 Mil. This investment constitutes 2.27% of their stock portfolio, and Haven Private, LLC now holds 0.02% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2025Q1. And since then Haven Private, LLC has made 1 purchases of USFR, at an average price of $50.40, for a total of 79,725.00 shares. Based on historical transaction data and USFR's current price of $50.44, Haven Private, LLC's estimated gain on his USFR holdings is $3,189.00, reflecting a 0.08% gain to date.
Haven Private, LLC USFR ($50.44) Holding Chart
Haven Private, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
