INVENIO WEALTH PARTNERS LLC USFR Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 122,788.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $6.18 Mil. This investment constitutes 2.59% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then INVENIO WEALTH PARTNERS LLC has made 6 purchases of USFR, at an average price of $50.23, for a total of 136,519.00 shares. In addition, there have been 1 sales at an average price of $50.34 for 13,731.00 shares. Based on historical transaction data and USFR's current price of $50.29, INVENIO WEALTH PARTNERS LLC's estimated gain on his USFR holdings is $9,259.73, reflecting a 0.14% gain to date.
INVENIO WEALTH PARTNERS LLC USFR ($50.29) Holding Chart
INVENIO WEALTH PARTNERS LLC USFR ($50.29) 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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