Serenus Wealth Advisors, LLC USFR Holdings History
Serenus Wealth Advisors, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 5.60 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $281.77 Mil. This investment constitutes 46.76% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 1.5% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. And since then Serenus Wealth Advisors, LLC has made 1 purchases of USFR, at an average price of $50.35, for a total of 5.60 Mil shares. Based on historical transaction data and USFR's current price of $50.44, Serenus Wealth Advisors, LLC's estimated gain on his USFR holdings is $515,814.56, reflecting a 0.18% gain to date.
Serenus Wealth Advisors, LLC USFR ($50.44) Holding Chart
Serenus Wealth Advisors, LLC USFR ($50.44) 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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