Vertex Planning Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 632,240 shares of USFR stock, worth $31.9 Million. This represents 6.95% of its overall portfolio holdings.

Number of Shares
632,240
Previous 590,520 7.06%
Holding current value
$31.9 Million
Previous $29.7 Billion 7.09%
% of portfolio
6.95%
Previous 6.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$50.29 - $50.5 $2.1 Million - $2.11 Million
41,720 Added 7.06%
632,240 $31.8 Billion
Q4 2024

Feb 12, 2025
SELL
$50.23 - $50.46 $5.14 Million - $5.16 Million
-102,337 Reduced 14.77%
590,520 $29.7 Billion
Q3 2024

Nov 07, 2024
BUY
$50.2 - $50.48 $1.79 Million - $1.8 Million
35,573 Added 5.41%
692,857 $34.8 Billion
Q2 2024

Aug 13, 2024
SELL
$50.28 - $50.52 $4.09 Million - $4.11 Million
-81,347 Reduced 11.01%
657,284 $33.1 Billion
Q1 2024

May 13, 2024
SELL
$50.23 - $50.46 $4.18 Million - $4.2 Million
-83,240 Reduced 10.13%
738,631 $37.1 Billion
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $2.89 Million - $2.91 Million
57,546 Added 7.53%
821,871 $41.3 Billion
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $5.68 Million - $5.7 Million
112,909 Added 17.33%
764,325 $38.5 Billion
Q2 2023

Aug 14, 2023
SELL
$50.23 - $50.5 $2.65 Million - $2.67 Million
-52,801 Reduced 7.5%
651,416 $32.8 Billion
Q1 2023

May 16, 2023
SELL
$50.21 - $50.41 $738,940 - $741,883
-14,717 Reduced 2.05%
704,217 $35.4 Billion
Q4 2022

Feb 06, 2023
BUY
$50.2 - $50.39 $36.1 Million - $36.2 Million
718,934 New
718,934 $36.1 Billion

Others Institutions Holding USFR

# of Institutions
612
Shares Held
247M
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 Vertex Planning Partners, LLC Portfolio

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

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email