Private Wealth Strategies, L.L.C. USFR Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 1.43 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $71.96 Mil. This investment constitutes 14.44% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q1. And since then Private Wealth Strategies, L.L.C. has made 12 purchases of USFR, at an average price of $50.16, for a total of 1.43 Mil shares. In addition, there have been 2 sales at an average price of $50.11 for 914.00 shares. Based on historical transaction data and USFR's current price of $50.33, Private Wealth Strategies, L.L.C.'s estimated gain on his USFR holdings is $244,264.77, reflecting a 0.34% gain to date.
Private Wealth Strategies, L.L.C. USFR ($50.33) Holding Chart
Private Wealth Strategies, L.L.C. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
