Retireful, LLC USFR Holdings History

Number of Shares
58,908.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
2.8%
Total Estimate Gain
$344,935.98
% of Total Estimate Gain
0.57%

Retireful, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, Retireful, LLC held 58,908.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $2.96 Mil. This investment constitutes 2.8% of their stock portfolio, and Retireful, LLC now holds 0.02% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2022Q3. And since then Retireful, LLC has made 5 purchases of USFR, at an average price of $50.10, for a total of 1.21 Mil shares. In addition, there have been 5 sales at an average price of $50.40 for 1.15 Mil shares. Based on historical transaction data and USFR's current price of $50.31, Retireful, LLC's estimated gain on his USFR holdings is $344,935.98, reflecting a 0.57% gain to date.

Retireful, LLC USFR ($50.31) Holding Chart

Retireful, LLC USFR ($50.31) 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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