Valtinson Bruner Financial Planning LLC Wisdomtree Floating Rate Treas Transaction History

Valtinson Bruner Financial Planning LLC

  • $231 Million
  • Q3 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 5,865 shares of USFR stock, worth $295,889. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,865
Previous 5,865 -0.0%
Holding current value
$295,889
Previous $295,000 0.34%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Aug 05, 2024
SELL
$50.28 - $50.52 $40,123 - $40,314
-798 Reduced 11.98%
5,865 $295,000
Q2 2023

Jul 24, 2023
SELL
$50.23 - $50.5 $28,078 - $28,229
-559 Reduced 7.74%
6,663 $335,000
Q4 2022

Jan 19, 2023
SELL
$50.2 - $50.39 $15,511 - $15,570
-309 Reduced 4.1%
7,222 $0
Q3 2022

Nov 09, 2022
SELL
$50.24 - $50.38 $19,995 - $20,051
-398 Reduced 5.02%
7,531 $379,000
Q2 2022

Aug 08, 2022
BUY
$50.27 - $50.39 $398,590 - $399,542
7,929 New
7,929 $399,000

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
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 Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial 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 Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email