Wealth Plan Investment Management, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,651 shares of USFR stock, worth $233,666. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,651
Previous 39,649 88.27%
Holding current value
$233,666
Previous $1.99 Million 88.31%
% of portfolio
0.04%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$50.28 - $50.52 $1.76 Million - $1.77 Million
-34,998 Reduced 88.27%
4,651 $233,000
Q1 2024

May 16, 2024
SELL
$50.23 - $50.46 $1.03 Million - $1.04 Million
-20,535 Reduced 34.12%
39,649 $1.99 Million
Q4 2023

Jan 05, 2024
BUY
$50.21 - $50.49 $3.02 Million - $3.04 Million
60,184 New
60,184 $3.02 Million

Others Institutions Holding USFR

# of Institutions
527
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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