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 $1.6 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
31,882Holding current value
$1.6 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
586Shares Held
221MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
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Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio