Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Life Line Wealth Management LLC
- $265 Billion
- Q2 2024
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 11,470 shares of USFR stock, worth $576,482. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,470
Previous 11,742
2.32%
Holding current value
$576,482
Previous $591 Million
2.28%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
526Shares Held
232MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$796 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$658 Million0.34% of portfolio