Cyrus J. Lawrence, LLC Wisdomtree Floating Rate Treas Transaction History

Cyrus J. Lawrence, LLC

$464 Million
Q4 2024

A detailed history of Cyrus J. Lawrence, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cyrus J. Lawrence, LLC holds 837 shares of USFR stock, worth $42,243. This represents 0.01% of its overall portfolio holdings.

Number of Shares

837

Holding current value

$42,243

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$50.23 - $50.46 $42,042 - $42,235	837 New	837 $42,000

Others Institutions Holding USFR

# of Institutions

579

Shares Held

220M

Call Options Held

Put Options Held

Summit Trail Advisors, LLC New York, NY

21.8M
Shares

$1.1 Billion
40.99% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$971 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

14.9M
Shares

$753 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.6M
Shares

$636 Million
0.27% of portfolio
Jpmorgan Chase & CO New York, NY

10M
Shares

$505 Million
0.04% of portfolio

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Cyrus J. Lawrence, LLC Wisdomtree Floating Rate Treas Transaction History