Defined Financial Planning LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Defined Financial Planning LLC holds 15,167 shares of USDU stock, worth $398,133. This represents 0.42% of its overall portfolio holdings.

Number of Shares
15,167
Previous 14,444 5.01%
Holding current value
$398,133
Previous $400 Million 3.07%
% of portfolio
0.42%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$26.9 - $27.93 $19,448 - $20,193
723 Added 5.01%
15,167 $412 Million
Q4 2024

Feb 13, 2025
BUY
$26.57 - $28.65 $383,777 - $413,820
14,444 New
14,444 $400 Million

Others Institutions Holding USDU

# of Institutions
63
Shares Held
4.38M
Call Options Held
29.1K
Put Options Held
11.4K
View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

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