Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Transaction History
Cardinal Point Capital Management, Ulc
- $600 Billion
- Q3 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,362,749 shares of USFR stock, worth $68.8 Million. This represents 11.41% of its overall portfolio holdings.
Number of Shares
1,362,749
Previous 1,420,580
4.07%
Holding current value
$68.8 Million
Previous $71.5 Billion
4.24%
% of portfolio
11.41%
Previous 12.43%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
528Shares 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