Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Put Options Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding USFR
# of Institutions
499Shares Held
230MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
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Bank Of America Corp Charlotte, NC24.3MShares$1.23 Billion0.12% of portfolio
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Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$665 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$657 Million0.36% of portfolio