Number of Shares
51,161.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.8%
Total Estimate Gain
$2,028.86
% of Total Estimate Gain
0.08%

RIVERCHASE WEALTH MANAGEMENT, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 51,161.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $2.57 Mil. This investment constitutes 1.8% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of USFR, at an average price of $50.34, for a total of 51,161.00 shares. Based on historical transaction data and USFR's current price of $50.38, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his USFR holdings is $2,028.86, reflecting a 0.08% gain to date.

RIVERCHASE WEALTH MANAGEMENT, LLC USFR ($50.38) Holding Chart

RIVERCHASE WEALTH MANAGEMENT, LLC USFR ($50.38) 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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