Capital Planning Advisors, LLC USFR Holdings History
Capital Planning Advisors, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 1.02 Mil shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $51.52 Mil. This investment constitutes 7.95% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.28% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q1. And since then Capital Planning Advisors, LLC has made 8 purchases of USFR, at an average price of $50.16, for a total of 1.98 Mil shares. In addition, there have been 5 sales at an average price of $50.14 for 960,748.00 shares. Based on historical transaction data and USFR's current price of $50.46, Capital Planning Advisors, LLC's estimated gain on his USFR holdings is $293,328.90, reflecting a 0.29% gain to date.
Capital Planning Advisors, LLC USFR ($50.46) Holding Chart
Capital Planning Advisors, LLC USFR ($50.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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