Spartan Planning & Wealth Management Wisdomtree Floating Rate Treas Transaction History

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 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 19,514 shares of USFR stock, worth $982,920. This represents 0.88% of its overall portfolio holdings.

Number of Shares
19,514
Previous 22,551 13.47%
Holding current value
$982,920
Previous $1.13 Million 13.49%
% of portfolio
0.88%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
607
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
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