Stonebridge Financial Group, LLC USFR Holdings History
Stonebridge Financial Group, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 700,336.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $35.25 Mil. This investment constitutes 3.75% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 0.19% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.40 for 160,422.00 shares. Based on historical transaction data and USFR's current price of $50.45, Stonebridge Financial Group, LLC's estimated gain on his USFR holdings is $83,160.60, reflecting a 0.19% gain to date.
Stonebridge Financial Group, LLC USFR ($50.45) Holding Chart
Stonebridge Financial Group, LLC USFR ($50.45) 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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