LWM Advisory Services, LLC USFR Holdings History
LWM Advisory Services, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 82,292.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $4.14 Mil. This investment constitutes 2.88% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.02% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2024Q4. And since then LWM Advisory Services, LLC has made 2 purchases of USFR, at an average price of $50.38, for a total of 82,292.00 shares. Based on historical transaction data and USFR's current price of $50.44, LWM Advisory Services, LLC's estimated gain on his USFR holdings is $5,204.60, reflecting a 0.13% gain to date.
LWM Advisory Services, LLC USFR ($50.44) Holding Chart
LWM Advisory Services, LLC USFR ($50.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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