Vertex Planning Partners, LLC USFR Holdings History
Vertex Planning Partners, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 632,240.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $31.82 Mil. This investment constitutes 6.95% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.17% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 4 purchases of USFR, at an average price of $49.97, for a total of 966,682.00 shares. In addition, there have been 5 sales at an average price of $50.24 for 334,442.00 shares. Based on historical transaction data and USFR's current price of $50.45, Vertex Planning Partners, LLC's estimated gain on his USFR holdings is $391,616.74, reflecting a 0.81% gain to date.
Vertex Planning Partners, LLC USFR ($50.45) Holding Chart
Vertex Planning Partners, LLC USFR ($50.45) 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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