Mason & Associates Inc USFR Holdings History
Mason & Associates Inc's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Mason & Associates Inc held 227,753.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $11.46 Mil. This investment constitutes 2.85% of their stock portfolio, and Mason & Associates Inc now holds 0.06% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q2. And since then Mason & Associates Inc has made 6 purchases of USFR, at an average price of $50.15, for a total of 1.66 Mil shares. In addition, there have been 6 sales at an average price of $50.37 for 1.43 Mil shares. Based on historical transaction data and USFR's current price of $50.33, Mason & Associates Inc's estimated gain on his USFR holdings is $362,017.19, reflecting a 0.44% gain to date.
Mason & Associates Inc USFR ($50.33) Holding Chart
Mason & Associates Inc USFR ($50.33) 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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