Cornerstone Planning Group LLC Wisdomtree Floating Rate Treas Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,130 shares of USFR stock, worth $57,019. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,130
Previous 1,125
0.44%
Holding current value
$57,019
Previous $56.6 Million
0.36%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
530Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio