LEVEL FOUR ADVISORY SERVICES, LLC USFR Holdings History
LEVEL FOUR ADVISORY SERVICES, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 633,885.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $31.90 Mil. This investment constitutes 1.31% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0.17% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 10 purchases of USFR, at an average price of $50.00, for a total of 677,584.00 shares. In addition, there have been 2 sales at an average price of $50.39 for 43,699.00 shares. Based on historical transaction data and USFR's current price of $50.40, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his USFR holdings is $273,930.37, reflecting a 0.81% gain to date.
LEVEL FOUR ADVISORY SERVICES, LLC USFR ($50.40) Holding Chart
LEVEL FOUR ADVISORY SERVICES, LLC USFR ($50.40) 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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