Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Transaction History
Cardinal Point Capital Management, Ulc
- $575 Billion
- Q2 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 1,420,580 shares of USFR stock, worth $71.4 Million. This represents 12.43% of its overall portfolio holdings.
Number of Shares
1,420,580
Previous 1,419,168
0.1%
Holding current value
$71.4 Million
Previous $71.4 Billion
0.14%
% of portfolio
12.43%
Previous 13.58%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio