Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Transaction History
Cardinal Point Capital Management, Ulc
- $526 Billion
- Q1 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 1,419,168 shares of USFR stock, worth $71.5 Million. This represents 13.58% of its overall portfolio holdings.
Number of Shares
1,419,168
Previous 1,466,280
3.21%
Holding current value
$71.5 Million
Previous $73.7 Billion
3.12%
% of portfolio
13.58%
Previous 17.82%
Shares
6 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall 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$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$664 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$656 Million0.36% of portfolio