Cornerstone Planning Group LLC Wisdomtree Floating Rate Treas Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 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 1,143 shares of USFR stock, worth $57,664. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,143
Previous 1,130
1.15%
Holding current value
$57,664
Previous $56.8 Million
1.68%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall 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$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio