M Wealth Management, LLC USFR Holdings History
M Wealth Management, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 131,596.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $6.62 Mil. This investment constitutes 6.17% of their stock portfolio, and M Wealth Management, LLC now holds 0.04% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.40 for 25,576.00 shares. Based on historical transaction data and USFR's current price of $50.44, M Wealth Management, LLC's estimated gain on his USFR holdings is $14,694.16, reflecting a 0.19% gain to date.
M Wealth Management, LLC USFR ($50.44) Holding Chart
M Wealth Management, LLC 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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