Spartan Planning & Wealth Management Wisdomtree Floating Rate Treas Transaction History

Spartan Planning & Wealth Management

  • $130 Million
  • Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 6,561 shares of USFR stock, worth $330,346. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,561
Previous 10,821 39.37%
Holding current value
$330,346
Previous $543,000 39.23%
% of portfolio
0.25%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$50.24 - $50.4 $214,022 - $214,704
-4,260 Reduced 39.37%
6,561 $330,000
Q3 2025

Oct 14, 2025
SELL
$50.23 - $50.48 $436,649 - $438,822
-8,693 Reduced 44.55%
10,821 $543,000
Q2 2025

Jul 17, 2025
SELL
$50.28 - $50.47 $152,700 - $153,277
-3,037 Reduced 13.47%
19,514 $981,000
Q1 2025

Apr 08, 2025
SELL
$50.29 - $50.5 $87,303 - $87,668
-1,736 Reduced 7.15%
22,551 $1.13 Million
Q4 2024

Jan 07, 2025
BUY
$50.23 - $50.46 $1.22 Million - $1.23 Million
24,287 New
24,287 $1.22 Million

Others Institutions Holding USFR

# of Institutions
607
Shares Held
231M
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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