Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Life Line Wealth Management LLC
- $272 Billion
- Q1 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 11,880 shares of USFR stock, worth $597,445. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,880
Previous 11,758
1.04%
Holding current value
$597,445
Previous $592 Million
1.06%
% of portfolio
0.22%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
593Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$967 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$750 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$634 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$503 Million0.04% of portfolio