Defined Financial Planning LLC USFR Holdings History
Defined Financial Planning LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held - shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Defined Financial Planning LLC now holds 0% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 1 purchases of USFR, at an average price of $50.34, for a total of 26,586.00 shares. In addition, there have been 1 sales at an average price of $50.37 for 26,586.00 shares. Based on historical transaction data and USFR's current price of $50.47, Defined Financial Planning LLC's estimated gain on his USFR holdings is $710.46, reflecting a 0.05% gain to date.
Defined Financial Planning LLC USFR ($50.47) Holding Chart
Defined Financial Planning LLC USFR ($50.47) 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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