Spartan Planning & Wealth Management Wisdomtree Floating Rate Treas Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 10,821 shares of USFR stock, worth $544,837. This represents 0.44% of its overall portfolio holdings.

Number of Shares
10,821
Previous 19,514 44.55%
Holding current value
$544,837
Previous $981,000 44.65%
% of portfolio
0.44%
Previous 0.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$50.23 - $50.48 $436,649 - $438,822
-8,693 Reduced 44.55%
10,821 $543,000
Q2 2025

Jul 17, 2025
SELL
$50.28 - $50.47 $152,700 - $153,277
-3,037 Reduced 13.47%
19,514 $981,000
Q1 2025

Apr 08, 2025
SELL
$50.29 - $50.5 $87,303 - $87,668
-1,736 Reduced 7.15%
22,551 $1.13 Million
Q4 2024

Jan 07, 2025
BUY
$50.23 - $50.46 $1.22 Million - $1.23 Million
24,287 New
24,287 $1.22 Million

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email