Lwm Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q4 2024
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 31,882 shares of USFR stock, worth $1.61 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
31,882Holding current value
$1.61 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
579Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$971 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio