Team Financial Group, LLC USFR Holdings History
Team Financial Group, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Team Financial Group, LLC held 488,819.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $24.59 Mil. This investment constitutes 12.09% of their stock portfolio, and Team Financial Group, LLC now holds 0.13% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 6 purchases of USFR, at an average price of $50.39, for a total of 497,236.00 shares. In addition, there have been 1 sales at an average price of $50.40 for 8,417.00 shares. Based on historical transaction data and USFR's current price of $50.46, Team Financial Group, LLC's estimated gain on his USFR holdings is $34,745.43, reflecting a 0.14% gain to date.
Team Financial Group, LLC USFR ($50.46) Holding Chart
Team Financial 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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