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 $71.2 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
$71.2 Million
Previous $68.4 Billion
3.76%
% of portfolio
11.27%
Previous 11.41%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
575Shares 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, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio