Holistic Planning, LLC USFR Holdings History
Holistic Planning, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 768,222.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $38.66 Mil. This investment constitutes 13.09% of their stock portfolio, and Holistic Planning, LLC now holds 0.21% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 2 purchases of USFR, at an average price of $50.35, for a total of 902,957.00 shares. In addition, there have been 2 sales at an average price of $50.36 for 134,735.00 shares. Based on historical transaction data and USFR's current price of $50.46, Holistic Planning, LLC's estimated gain on his USFR holdings is $83,344.20, reflecting a 0.18% gain to date.
Holistic Planning, LLC USFR ($50.46) Holding Chart
Holistic Planning, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
