Western Wealth Management, LLC USFR Holdings History
Western Wealth Management, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Western Wealth Management, LLC held 195,727.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $9.85 Mil. This investment constitutes 0.65% of their stock portfolio, and Western Wealth Management, LLC now holds 0.05% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2021Q1. And since then Western Wealth Management, LLC has made 10 purchases of USFR, at an average price of $50.31, for a total of 225,582.00 shares. In addition, there have been 4 sales at an average price of $50.17 for 29,855.00 shares. Based on historical transaction data and USFR's current price of $50.47, Western Wealth Management, LLC's estimated gain on his USFR holdings is $27,869.25, reflecting a 0.25% gain to date.
Western Wealth Management, LLC USFR ($50.47) Holding Chart
Western Wealth Management, LLC USFR ($50.47) 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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