Safeguard Investment Advisory Group, LLC USFR Holdings History
Safeguard Investment Advisory Group, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 12,881.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $648,300.00. This investment constitutes 0.18% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2025Q1. And since then Safeguard Investment Advisory Group, LLC has made 1 purchases of USFR, at an average price of $50.40, for a total of 12,881.00 shares. Based on historical transaction data and USFR's current price of $50.46, Safeguard Investment Advisory Group, LLC's estimated gain on his USFR holdings is $716.18, reflecting a 0.11% gain to date.
Safeguard Investment Advisory Group, LLC USFR ($50.46) Holding Chart
Safeguard Investment Advisory Group, LLC USFR ($50.46) 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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