Lauer Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
A detailed history of Lauer Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lauer Wealth, LLC holds 503,780 shares of USFR stock, worth $25.3 Million. This represents 20.01% of its overall portfolio holdings.
Number of Shares
503,780
Previous 325,978
54.54%
Holding current value
$25.3 Million
Previous $16.4 Billion
54.48%
% of portfolio
20.01%
Previous 14.28%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio