Cardinal Point Capital Management, Ulc Wisdomtree Floating Rate Treas Call Options Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 2024
Call Options
2 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
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Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio