Lwm Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 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 83,960 shares of USFR stock, worth $4.23 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
83,960
Previous 82,292 2.03%
Holding current value
$4.23 Million
Previous $4.14 Million 2.0%
% of portfolio
3.03%
Previous 2.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
602
Shares Held
253M
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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