Leibman Financial Services, Inc. USFR Holdings History
Leibman Financial Services, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Leibman Financial Services, Inc. held 195,937.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $9.86 Mil. This investment constitutes 7.58% of their stock portfolio, and Leibman Financial Services, Inc. now holds 0.05% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Leibman Financial Services, Inc. has made 4 purchases of USFR, at an average price of $50.36, for a total of 299,063.00 shares. In addition, there have been 2 sales at an average price of $50.37 for 103,126.00 shares. Based on historical transaction data and USFR's current price of $50.44, Leibman Financial Services, Inc.'s estimated gain on his USFR holdings is $16,015.03, reflecting a 0.11% gain to date.
Leibman Financial Services, Inc. USFR ($50.44) Holding Chart
Leibman Financial Services, 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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