MOULTON WEALTH MANAGEMENT, INC USFR Holdings History
MOULTON WEALTH MANAGEMENT, INC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 221,655.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $11.16 Mil. This investment constitutes 8.43% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0.06% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 8 purchases of USFR, at an average price of $50.11, for a total of 528,224.00 shares. In addition, there have been 3 sales at an average price of $50.35 for 306,569.00 shares. Based on historical transaction data and USFR's current price of $50.35, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his USFR holdings is $125,834.80, reflecting a 0.48% gain to date.
MOULTON WEALTH MANAGEMENT, INC USFR ($50.35) Holding Chart
MOULTON WEALTH MANAGEMENT, INC USFR ($50.35) 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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