Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Clear Point Advisors Inc. holds 24,069 shares of USFR stock, worth $1.22 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
24,069
Previous 98,302
75.52%
Holding current value
$1.22 Million
Previous $4.88 Billion
75.21%
% of portfolio
1.0%
Previous 4.31%
Shares
2 transactions
Others Institutions Holding USFR
# of Institutions
499Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.23 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$665 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$657 Million0.36% of portfolio