Stonebridge Financial Planning Group, LLC Wisdomtree Floating Rate Treas Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,100 shares of USFR stock, worth $206,476. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,100
Previous 6,250 34.4%
Holding current value
$206,476
Previous $314,000 34.71%
% of portfolio
0.1%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$50.2 - $50.48 $107,930 - $108,532
-2,150 Reduced 34.4%
4,100 $205,000
Q2 2024

Aug 07, 2024
SELL
$50.28 - $50.52 $55,308 - $55,572
-1,100 Reduced 14.97%
6,250 $314,000
Q1 2024

May 13, 2024
SELL
$50.23 - $50.46 $25,115 - $25,230
-500 Reduced 6.37%
7,350 $369,000
Q4 2023

Feb 05, 2024
BUY
$50.21 - $50.49 $99,917 - $100,475
1,990 Added 33.96%
7,850 $394,000
Q3 2023

Nov 07, 2023
BUY
$50.28 - $50.51 $294,640 - $295,988
5,860 New
5,860 $294,000

Others Institutions Holding USFR

# of Institutions
552
Shares Held
219M
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
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email