Life Wealth Investments, LLC Wisdomtree Floating Rate Treas Transaction History
Life Wealth Investments, LLC
- $351 Billion
- Q3 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 272,206 shares of USFR stock, worth $13.7 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
272,206
Previous 265,204
2.64%
Holding current value
$13.7 Million
Previous $13.3 Billion
2.56%
% of portfolio
3.89%
Previous 4.33%
Shares
4 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio