Cornerstone Planning Group LLC Wisdomtree Floating Rate Treas Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 71 shares of USFR stock, worth $3,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 1,015 93.0%
Holding current value
$3,574
Previous $51.1 Million 92.98%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 04, 2025
SELL
$50.23 - $50.48 $47,417 - $47,653
-944 Reduced 93.0%
71 $3.59 Million
Q2 2025

Aug 11, 2025
BUY
$50.28 - $50.47 $703 - $706
14 Added 1.4%
1,015 $51.1 Million
Q1 2025

Apr 30, 2025
SELL
$50.29 - $50.5 $7,141 - $7,171
-142 Reduced 12.42%
1,001 $50.5 Million
Q4 2024

Jan 29, 2025
BUY
$50.23 - $50.46 $652 - $655
13 Added 1.15%
1,143 $57.7 Million
Q3 2024

Nov 05, 2024
BUY
$50.2 - $50.48 $251 - $252
5 Added 0.44%
1,130 $56.8 Million
Q2 2024

Aug 13, 2024
BUY
$50.28 - $50.52 $56,565 - $56,835
1,125 New
1,125 $56.6 Million

Others Institutions Holding USFR

# of Institutions
610
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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