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
411Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$316 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$282 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
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Ubs Group Ag3.57MShares$180 Million0.04% of portfolio
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Envestnet Asset Management Inc3.16MShares$159 Million0.05% of portfolio