IHT Wealth Management, LLC USFR Holdings History
IHT Wealth Management, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, IHT Wealth Management, LLC held 2.00 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $100.66 Mil. This investment constitutes 3.14% of their stock portfolio, and IHT Wealth Management, LLC now holds 0.53% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q1. And since then IHT Wealth Management, LLC has made 10 purchases of USFR, at an average price of $50.19, for a total of 2.30 Mil shares. In addition, there have been 4 sales at an average price of $50.24 for 303,793.00 shares. Based on historical transaction data and USFR's current price of $50.38, IHT Wealth Management, LLC's estimated gain on his USFR holdings is $386,717.29, reflecting a 0.33% gain to date.
IHT Wealth Management, LLC USFR ($50.38) Holding Chart
IHT Wealth Management, LLC USFR ($50.38) 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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