Warren Street Wealth Advisors, LLC USFR Holdings History
Warren Street Wealth Advisors, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Warren Street Wealth Advisors, LLC held 94,945.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $4.78 Mil. This investment constitutes 1.57% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q3. And since then Warren Street Wealth Advisors, LLC has made 6 purchases of USFR, at an average price of $50.36, for a total of 102,806.00 shares. In addition, there have been 2 sales at an average price of $50.39 for 7,861.00 shares. Based on historical transaction data and USFR's current price of $50.44, Warren Street Wealth Advisors, LLC's estimated gain on his USFR holdings is $7,418.15, reflecting a 0.14% gain to date.
Warren Street Wealth Advisors, LLC USFR ($50.44) Holding Chart
Warren Street 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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