Creative Planning Wisdomtree Floating Rate Treas Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creative Planning holds 12,835 shares of USFR stock, worth $647,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,835
Previous 11,032 16.34%
Holding current value
$647,012
Previous $554,000 16.43%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$50.23 - $50.46 $90,564 - $90,979
1,803 Added 16.34%
12,835 $645,000
Q3 2024

Oct 11, 2024
BUY
$50.2 - $50.48 $240,458 - $241,799
4,790 Added 76.74%
11,032 $554,000
Q2 2024

Aug 15, 2024
BUY
$50.28 - $50.52 $313,847 - $315,345
6,242 New
6,242 $314,000
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $525,698 - $528,630
10,470 Added 97.63%
21,194 $1.06 Million
Q3 2023

Nov 16, 2023
BUY
$50.28 - $50.51 $82,760 - $83,139
1,646 Added 18.13%
10,724 $539,000
Q2 2023

Jul 21, 2023
SELL
$50.23 - $50.5 $671,273 - $674,882
-13,364 Reduced 59.55%
9,078 $456,000
Q1 2023

May 15, 2023
SELL
$50.21 - $50.41 $363,018 - $364,464
-7,230 Reduced 24.37%
22,442 $1.13 Million
Q4 2022

Feb 10, 2023
BUY
$50.2 - $50.39 $618,062 - $620,401
12,312 Added 70.92%
29,672 $1.49 Million
Q3 2022

Nov 03, 2022
BUY
$50.24 - $50.38 $217,438 - $218,044
4,328 Added 33.21%
17,360 $873,000
Q2 2022

Aug 15, 2022
BUY
$50.27 - $50.39 $6,836 - $6,853
136 Added 1.05%
13,032 $656,000
Q1 2022

May 16, 2022
BUY
$50.18 - $50.3 $647,121 - $648,668
12,896 New
12,896 $648,000

Others Institutions Holding USFR

# of Institutions
585
Shares Held
221M
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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