Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 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 1,411,245 shares of USFR stock, worth $71.1 Million. This represents 11.27% of its overall portfolio holdings.
Number of Shares
1,411,245
Previous 1,362,749
3.56%
Holding current value
$71.1 Million
Previous $68.4 Billion
3.76%
% of portfolio
11.27%
Previous 11.41%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
555Shares 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, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio