Life Wealth Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Life Wealth Investments, LLC
- $244 Billion
- Q1 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 217,353 shares of USFR stock, worth $11 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
217,353
Previous 126,122
72.34%
Holding current value
$11 Million
Previous $6.35 Billion
72.37%
% of portfolio
4.48%
Previous 4.2%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
617Shares Held
248MCall 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$947 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC15.6MShares$789 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$646 Million0.26% of portfolio