Financial Planning & Information Services, Inc. Wisdomtree Floating Rate Treas Transaction History

Financial Planning & Information Services, Inc.

  • $655 Million
  • Q2 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 5,041 shares of USFR stock, worth $253,763. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,041
Previous 5,471 7.86%
Holding current value
$253,763
Previous $275,000 8.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$50.28 - $50.52 $21,620 - $21,723
-430 Reduced 7.86%
5,041 $253,000
Q1 2024

May 14, 2024
SELL
$50.23 - $50.46 $200,618 - $201,537
-3,994 Reduced 42.2%
5,471 $275,000
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $475,900 - $478,077
9,465 New
9,465 $476,000

Others Institutions Holding USFR

# of Institutions
518
Shares Held
227M
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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