Life Wealth Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Life Wealth Investments, LLC
- $308 Billion
- Q2 2025
A detailed history of Life Wealth Investments, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Life Wealth Investments, LLC holds 265,204 shares of USFR stock, worth $13.4 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
265,204
Previous 217,353
22.02%
Holding current value
$13.4 Million
Previous $10.9 Billion
21.97%
% of portfolio
4.33%
Previous 4.48%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
603Shares Held
254MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY27.3MShares$1.38 Billion45.91% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.8MShares$945 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$787 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio