Defined Financial Planning LLC Wisdomtree Floating Rate Treas Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

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 26,586 shares of USFR stock, worth $1.34 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
26,586
Previous 25,134 5.78%
Holding current value
$1.34 Million
Previous $1.26 Billion 5.8%
% of portfolio
1.36%
Previous 1.35%

Shares

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

Apr 15, 2025
BUY
$50.29 - $50.5 $73,021 - $73,326
1,452 Added 5.78%
26,586 $1.34 Billion
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
612
Shares Held
247M
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
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