PALO ALTO WEALTH ADVISORS, LLC USFR Holdings History
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 $50.40, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his USFR holdings is $63,128.30, reflecting a 0.55% gain to date.
PALO ALTO WEALTH ADVISORS, LLC USFR ($50.40) Holding Chart
PALO ALTO WEALTH ADVISORS, 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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