Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Life Line Wealth Management LLC
- $253 Billion
- Q4 2023
A detailed history of Life Line Wealth Management LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Life Line Wealth Management LLC holds 18,757 shares of USFR stock, worth $944,414. This represents 0.37% of its overall portfolio holdings.
Number of Shares
18,757Holding current value
$944,414% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
526Shares Held
231MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
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Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
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Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio