Cardinal Point Wealth Management Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 1,091,393 shares of USFR stock, worth $55 Million. This represents 16.74% of its overall portfolio holdings.

Number of Shares
1,091,393
Previous 1,019,908 7.01%
Holding current value
$55 Million
Previous $51.3 Million 7.01%
% of portfolio
16.74%
Previous 17.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$50.21 - $50.41 $3.59 Million - $3.6 Million
71,485 Added 7.01%
1,091,393 $54.9 Million
Q4 2022

Feb 07, 2023
BUY
$50.2 - $50.39 $13.7 Million - $13.7 Million
272,838 Added 36.52%
1,019,908 $51.3 Million
Q3 2022

Nov 02, 2022
BUY
N/A
186,695 Added 33.32%
747,070 $37.6 Million
Q2 2022

Jul 19, 2022
BUY
N/A
560,375 New
560,375 $28.2 Million

Others Institutions Holding USFR

# of Institutions
497
Shares Held
229M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email