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
442Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$330 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$266 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
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Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
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Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio