Holistic Planning, LLC Wisdomtree Floating Rate Treas Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Holistic Planning, LLC holds 902,957 shares of USFR stock, worth $45.4 Million. This represents 19.18% of its overall portfolio holdings.

Number of Shares
902,957
Previous 186,320 384.63%
Holding current value
$45.4 Million
Previous $9.37 Billion 383.95%
% of portfolio
19.18%
Previous 7.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$50.2 - $50.48 $36 Million - $36.2 Million
716,637 Added 384.63%
902,957 $45.3 Billion
Q1 2024

May 01, 2024
BUY
$50.23 - $50.46 $1.06 Million - $1.07 Million
21,139 Added 12.8%
186,320 $9.37 Billion
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $8.29 Million - $8.34 Million
165,181 New
165,181 $8.3 Billion

Others Institutions Holding USFR

# of Institutions
521
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
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