Parisi Gray Wealth Management USFR Holdings History
Parisi Gray Wealth Management's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Parisi Gray Wealth Management held 200,410.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $10.08 Mil. This investment constitutes 2.89% of their stock portfolio, and Parisi Gray Wealth Management now holds 0.05% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q1. And since then Parisi Gray Wealth Management has made 6 purchases of USFR, at an average price of $50.37, for a total of 481,313.00 shares. In addition, there have been 4 sales at an average price of $50.36 for 280,903.00 shares. Based on historical transaction data and USFR's current price of $50.46, Parisi Gray Wealth Management's estimated gain on his USFR holdings is $15,814.58, reflecting a 0.07% gain to date.
Parisi Gray Wealth Management USFR ($50.46) Holding Chart
Parisi Gray Wealth Management USFR ($50.46) 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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