Creative Planning
USFR

Creative Planning’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Creative Planning’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22,815
Closed -$572K – 2412
2021
Q4 		$572K Buy
+22,815
New +$572K ﹤0.01% 1233
2020
Q3 		– Sell
-8,633
Closed -$217K – 2054
2020
Q2 		$217K Buy
+8,633
New +$217K ﹤0.01% 1464