Life Line Wealth Management LLC Wisdomtree Floating Rate Treas Transaction History
Life Line Wealth Management LLC
- $280 Billion
- Q4 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 11,758 shares of USFR stock, worth $591,662. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,758
Previous 11,622
1.17%
Holding current value
$591,662
Previous $584 Million
1.37%
% of portfolio
0.21%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall 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$968 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$751 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