Holistic Planning, LLC Wisdomtree Floating Rate Treas Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Holistic Planning, LLC holds 822,878 shares of USFR stock, worth $41.4 Million. This represents 15.01% of its overall portfolio holdings.

Number of Shares
822,878
Previous 902,957 8.87%
Holding current value
$41.4 Million
Previous $45.3 Billion 8.69%
% of portfolio
15.01%
Previous 19.18%

Shares

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

Jan 24, 2025
SELL
$50.23 - $50.46 $4.02 Million - $4.04 Million
-80,079 Reduced 8.87%
822,878 $41.4 Billion
Q3 2024

Nov 01, 2024
BUY
$50.2 - $50.48 $36 Million - $36.2 Million
716,637 Added 384.63%
902,957 $45.3 Billion
Q1 2024

May 01, 2024
BUY
$50.23 - $50.46 $1.06 Million - $1.07 Million
21,139 Added 12.8%
186,320 $9.37 Billion
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $8.29 Million - $8.34 Million
165,181 New
165,181 $8.3 Billion

Others Institutions Holding USFR

# of Institutions
582
Shares Held
220M
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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