Kiely Wealth Advisory Group, Inc. USFR Holdings History
Kiely Wealth Advisory Group, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 872,130.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $43.96 Mil. This investment constitutes 28.28% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.25% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Kiely Wealth Advisory Group, Inc. has made 1 purchases of USFR, at an average price of $50.37, for a total of 1.66 Mil shares. In addition, there have been 3 sales at an average price of $50.35 for 790,341.00 shares. Based on historical transaction data and USFR's current price of $50.46, Kiely Wealth Advisory Group, Inc.'s estimated gain on his USFR holdings is $60,851.94, reflecting a 0.07% gain to date.
Kiely Wealth Advisory Group, Inc. USFR ($50.46) Holding Chart
Kiely Wealth Advisory Group, Inc. USFR ($50.46) 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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