Number of Shares
69,113.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
2.95%
Total Estimate Gain
$24,538.65
% of Total Estimate Gain
0.33%

RESOLUTE FINANCIAL, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2022-12-31, RESOLUTE FINANCIAL, LLC held 69,113.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $3.47 Mil. This investment constitutes 2.95% of their stock portfolio, and RESOLUTE FINANCIAL, LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2021Q4. And since then RESOLUTE FINANCIAL, LLC has made 2 purchases of USFR, at an average price of $50.17, for a total of 150,257.00 shares. In addition, there have been 2 sales at an average price of $50.24 for 81,144.00 shares. Based on historical transaction data and USFR's current price of $50.44, RESOLUTE FINANCIAL, LLC's estimated gain on his USFR holdings is $24,538.65, reflecting a 0.33% gain to date.

RESOLUTE FINANCIAL, LLC USFR ($50.44) Holding Chart

RESOLUTE FINANCIAL, LLC USFR ($50.44) 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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