Holistic Planning, LLC Wisdomtree Floating Rate Treas Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 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 822,878 shares of USFR stock, worth $41.4 Million. This represents 15.01% of its overall portfolio holdings.

Number of Shares
822,878
Previous 902,957 8.87%
Holding current value
$41.4 Million
Previous $45.3 Billion 8.69%
% of portfolio
15.01%
Previous 19.18%

Shares

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

Jan 24, 2025
SELL
$50.23 - $50.46 $4.02 Million - $4.04 Million
-80,079 Reduced 8.87%
822,878 $41.4 Billion
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
550
Shares Held
219M
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 Holistic Planning, LLC Portfolio

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email