Number of Shares
117,326.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
2.31%
Total Estimate Gain
$59,608.52
% of Total Estimate Gain
0.51%

PALO ALTO WEALTH ADVISORS, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 117,326.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $5.91 Mil. This investment constitutes 2.31% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 6 purchases of USFR, at an average price of $50.12, for a total of 231,105.00 shares. In addition, there have been 3 sales at an average price of $50.39 for 113,779.00 shares. Based on historical transaction data and USFR's current price of $50.37, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his USFR holdings is $59,608.52, reflecting a 0.51% gain to date.

PALO ALTO WEALTH ADVISORS, LLC USFR ($50.37) Holding Chart

PALO ALTO WEALTH ADVISORS, LLC USFR ($50.37) 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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