Number of Shares
38,094.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
1.41%
Total Estimate Gain
$2,605.74
% of Total Estimate Gain
0.14%

INTEGRITY WEALTH ADVISORS, INC.'s WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, INTEGRITY WEALTH ADVISORS, INC. held 38,094.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $1.92 Mil. This investment constitutes 1.41% of their stock portfolio, and INTEGRITY WEALTH ADVISORS, INC. now holds 0.01% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2024Q4. And since then INTEGRITY WEALTH ADVISORS, INC. has made 1 purchases of USFR, at an average price of $50.37, for a total of 38,094.00 shares. Based on historical transaction data and USFR's current price of $50.44, INTEGRITY WEALTH ADVISORS, INC.'s estimated gain on his USFR holdings is $2,605.74, reflecting a 0.14% gain to date.

INTEGRITY WEALTH ADVISORS, INC. USFR ($50.44) Holding Chart

INTEGRITY WEALTH ADVISORS, INC. 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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