L.M. KOHN & COMPANY USFR Holdings History
L.M. KOHN & COMPANY's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, L.M. KOHN & COMPANY held 100,100.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $5.04 Mil. This investment constitutes 1.32% of their stock portfolio, and L.M. KOHN & COMPANY now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q1. And since then L.M. KOHN & COMPANY has made 6 purchases of USFR, at an average price of $50.20, for a total of 215,442.00 shares. In addition, there have been 3 sales at an average price of $50.36 for 115,342.00 shares. Based on historical transaction data and USFR's current price of $50.33, L.M. KOHN & COMPANY's estimated gain on his USFR holdings is $32,814.06, reflecting a 0.30% gain to date.
L.M. KOHN & COMPANY USFR ($50.33) Holding Chart
L.M. KOHN & COMPANY USFR ($50.33) 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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