Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History

Life Line Wealth Management LLC

$309 Billion
Q2 2025

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 12,009 shares of USFR stock, worth $604,653. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,009

Previous 11,880 1.09%

Holding current value

$604,653

Previous $598 Million 1.04%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$50.28 - $50.47 $6,486 - $6,510	129 Added 1.09%	12,009 $604 Million
Q1 2025 Apr 25, 2025	BUY	$50.29 - $50.5 $6,135 - $6,161	122 Added 1.04%	11,880 $598 Million
Q4 2024 Mar 25, 2025	BUY	$50.23 - $50.46 $6,831 - $6,862	136 Added 1.17%	11,758 $592 Million
Q3 2024 Nov 08, 2024	BUY	$50.2 - $50.48 $7,630 - $7,672	152 Added 1.33%	11,622 $584 Million
Q2 2024 Oct 31, 2024	SELL	$50.28 - $50.52 $13,676 - $13,741	-272 Reduced 2.32%	11,470 $577 Million
Q1 2024 Oct 31, 2024	SELL	$50.23 - $50.46 $352,363 - $353,976	-7,015 Reduced 37.4%	11,742 $591 Million
Q4 2023 Oct 15, 2024	BUY	$50.21 - $50.49 $941,788 - $947,040	18,757 New	18,757 $942 Million

Others Institutions Holding USFR

# of Institutions

609

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History