Life Line Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Life Line Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$604K	Buy
2025 Q1	$598K	Buy
2024 Q4	$592K	Buy
2024 Q3	$584K	Buy
2024 Q2	$577K	Sell
2024 Q1	$591K	Sell
2023 Q4	$942K	Buy