RIVERCHASE WEALTH MANAGEMENT, LLC USFR Holdings History
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 $50.40, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his USFR holdings is $3,052.08, reflecting a 0.12% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC USFR ($50.40) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, 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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