CAPITAL PLANNING ADVISORS, LLC – WisdomTree Floating Rate Treasury Fund Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$26.15M
portfolio value
CAPITAL PLANNING ADVISORS, LLC quarter portfolio value change:
-0.10%
quarter
WisdomTree Floating Rate Treasury Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +82.62% | 235.36K shares | 11.82M | $50.28 | 520.24K |
| Q2 2022 | share | Increase | +27.84% | 62.04K shares | 3.13M | $50.33 | 284.88K |
| Q1 2022 | share | Increase | 0.00% | 222.83K shares | 11.20M | $50.28 | 222.83K |