Wealth Plan Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 39,649 shares of USFR stock, worth $2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
39,649
Previous 60,184 34.12%
Holding current value
$2 Million
Previous $3.02 Million 34.07%
% of portfolio
0.34%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
SELL
$50.23 - $50.46 $1.03 Million - $1.04 Million
-20,535 Reduced 34.12%
39,649 $1.99 Million
Q4 2023

Jan 05, 2024
BUY
$50.21 - $50.49 $3.02 Million - $3.04 Million
60,184 New
60,184 $3.02 Million

Others Institutions Holding USFR

# of Institutions
497
Shares Held
229M
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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