Lunt Capital Management, Inc. USFR Holdings History
Lunt Capital Management, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Lunt Capital Management, Inc. held 1.25 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $62.78 Mil. This investment constitutes 22.84% of their stock portfolio, and Lunt Capital Management, Inc. now holds 0.33% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then Lunt Capital Management, Inc. has made 3 purchases of USFR, at an average price of $50.01, for a total of 1.63 Mil shares. In addition, there have been 4 sales at an average price of $50.36 for 382,849.00 shares. Based on historical transaction data and USFR's current price of $50.45, Lunt Capital Management, Inc.'s estimated gain on his USFR holdings is $687,260.03, reflecting a 0.84% gain to date.
Lunt Capital Management, Inc. USFR ($50.45) Holding Chart
Lunt Capital Management, Inc. USFR ($50.45) 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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