Cardinal Point Wealth Management Partners, LLC Ishares Treasury Floating Rate Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 29,330 shares of TFLO stock, worth $1.48 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
29,330Holding current value
$1.48 Million% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding TFLO
# of Institutions
448Shares Held
112MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
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Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
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Morgan Stanley New York, NY3.87MShares$196 Million0.01% of portfolio
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Ubs Group Ag2.62MShares$132 Million0.03% of portfolio