Lauer Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Lauer Wealth, LLC
- $121 Billion
- Q2 2025
A detailed history of Lauer Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lauer Wealth, LLC holds 309,244 shares of USFR stock, worth $15.6 Million. This represents 12.86% of its overall portfolio holdings.
Number of Shares
309,244
Previous 326,384
5.25%
Holding current value
$15.6 Million
Previous $16.4 Billion
5.12%
% of portfolio
12.86%
Previous 12.64%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.13 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$944 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio