Cornerstone Planning Group LLC Wisdomtree Floating Rate Treas Call Options Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$988 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY19.5MShares$985 Million0.08% of portfolio
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Summit Trail Advisors, LLC New York, NY17.7MShares$893 Million22.36% of portfolio
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Bank Of America Corp Charlotte, NC15.4MShares$775 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio