SPC Financial, Inc. USFR Holdings History

Number of Shares
757,862.00
Current Holdings Value*
$38.14 Mil
% of Portfolio
3.35%
Total Estimate Gain
$52,732.17
% of Total Estimate Gain
0.08%

SPC Financial, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, SPC Financial, Inc. held 757,862.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $38.14 Mil. This investment constitutes 3.35% of their stock portfolio, and SPC Financial, Inc. now holds 0.2% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2022Q2. And since then SPC Financial, Inc. has made 6 purchases of USFR, at an average price of $50.28, for a total of 1.24 Mil shares. In addition, there have been 6 sales at an average price of $50.20 for 484,503.00 shares. Based on historical transaction data and USFR's current price of $50.40, SPC Financial, Inc.'s estimated gain on his USFR holdings is $52,732.17, reflecting a 0.08% gain to date.

SPC Financial, Inc. USFR ($50.40) Holding Chart

SPC Financial, Inc. 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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