Capasso Planning Partners LLC Wisdomtree Floating Rate Treas Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Capasso Planning Partners LLC holds 13,387 shares of USFR stock, worth $673,499. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,387
Previous 15,393 13.03%
Holding current value
$673,499
Previous $773,000 12.94%
% of portfolio
0.28%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$50.23 - $50.46 $100,761 - $101,222
-2,006 Reduced 13.03%
13,387 $673,000
Q4 2023

Jan 26, 2024
BUY
$50.21 - $50.49 $555,071 - $558,166
11,055 Added 254.84%
15,393 $773,000
Q3 2023

Oct 25, 2023
BUY
$50.28 - $50.51 $2,715 - $2,727
54 Added 1.26%
4,338 $218,000
Q2 2023

Aug 10, 2023
BUY
$50.23 - $50.5 $215,185 - $216,342
4,284 New
4,284 $215,000

Others Institutions Holding USFR

# of Institutions
496
Shares Held
229M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email