Defined Financial Planning LLC Wisdomtree Floating Rate Treas Transaction History

Defined Financial Planning LLC

  • $93.7 Billion
  • Q4 2024

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Defined Financial Planning LLC holds 25,134 shares of USFR stock, worth $1.27 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
25,134
Holding current value
$1.27 Million
% of portfolio
1.35%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $1.26 Million - $1.27 Million
25,134 New
25,134 $1.26 Billion

Others Institutions Holding USFR

# of Institutions
579
Shares Held
220M
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 Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning 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 Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email