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 $1.49 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
29,330Holding current value
$1.49 Million% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
86.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$193 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$142 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio