CFFP
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Center for Financial Planning’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Center for Financial Planning’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$164K Buy
+3,266
New +$164K 0.02% 177