Lauer Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Lauer Wealth, LLC

$150 Billion
Q4 2024

A detailed history of Lauer Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lauer Wealth, LLC holds 374,013 shares of USFR stock, worth $18.9 Million. This represents 12.58% of its overall portfolio holdings.

Number of Shares

374,013

Previous 529,985 29.43%

Holding current value

$18.9 Million

Previous $26.7 Billion 29.54%

% of portfolio

12.58%

Previous 20.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$50.23 - $50.46 $7.83 Million - $7.87 Million	-155,972 Reduced 29.43%	374,013 $18.8 Billion
Q3 2024 Oct 24, 2024	BUY	$50.2 - $50.48 $1.32 Million - $1.32 Million	26,205 Added 5.2%	529,985 $26.7 Billion
Q2 2024 Jul 16, 2024	BUY	$50.28 - $50.52 $8.94 Million - $8.98 Million	177,802 Added 54.54%	503,780 $25.4 Billion
Q1 2024 Apr 16, 2024	BUY	$50.23 - $50.46 $4.6 Million - $4.62 Million	91,564 Added 39.06%	325,978 $16.4 Billion
Q4 2023 Jan 29, 2024	BUY	$50.21 - $50.49 $6.92 Million - $6.96 Million	137,852 Added 142.76%	234,414 $11.8 Billion
Q3 2023 Oct 17, 2023	BUY	$50.28 - $50.51 $1.61 Million - $1.62 Million	32,017 Added 49.6%	96,562 $4.87 Billion
Q2 2023 Aug 03, 2023	BUY	$50.23 - $50.5 $3.24 Million - $3.26 Million	64,545 New	64,545 $3.25 Billion

Others Institutions Holding USFR

# of Institutions

569

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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