OPTIMA CAPITAL LLC USFR Holdings History
OPTIMA CAPITAL LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, OPTIMA CAPITAL LLC held 104,935.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $5.28 Mil. This investment constitutes 3.36% of their stock portfolio, and OPTIMA CAPITAL LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. And since then OPTIMA CAPITAL LLC has made 1 purchases of USFR, at an average price of $50.37, for a total of 104,935.00 shares. Based on historical transaction data and USFR's current price of $50.40, OPTIMA CAPITAL LLC's estimated gain on his USFR holdings is $2,658.78, reflecting a 0.05% gain to date.
OPTIMA CAPITAL LLC USFR ($50.40) Holding Chart
OPTIMA CAPITAL LLC USFR ($50.40) 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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