Tobias Financial Advisors, Inc. USFR Holdings History
Tobias Financial Advisors, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 504,729.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $25.40 Mil. This investment constitutes 4.93% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.13% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then Tobias Financial Advisors, Inc. has made 7 purchases of USFR, at an average price of $50.19, for a total of 984,247.00 shares. In addition, there have been 1 sales at an average price of $50.34 for 479,518.00 shares. Based on historical transaction data and USFR's current price of $50.44, Tobias Financial Advisors, Inc.'s estimated gain on his USFR holdings is $193,236.89, reflecting a 0.39% gain to date.
Tobias Financial Advisors, Inc. USFR ($50.44) Holding Chart
Tobias Financial Advisors, Inc. 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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