Lwm Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025

A detailed history of Lwm Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 102,053 shares of USFR stock, worth $5.14 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
102,053
Previous 83,960 21.55%
Holding current value
$5.14 Million
Previous $4.22 Million 21.45%
% of portfolio
3.35%
Previous 3.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 25, 2025
BUY
$50.23 - $50.48 $908,811 - $913,334
18,093 Added 21.55%
102,053 $5.13 Million
Q2 2025

Aug 14, 2025
BUY
$50.28 - $50.47 $83,867 - $84,183
1,668 Added 2.03%
83,960 $4.22 Million
Q1 2025

May 13, 2025
BUY
$50.29 - $50.5 $2.54 Million - $2.55 Million
50,410 Added 158.11%
82,292 $4.14 Million
Q4 2024

Feb 03, 2025
BUY
$50.23 - $50.46 $1.6 Million - $1.61 Million
31,882 New
31,882 $1.6 Million

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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