Stone Point Wealth LLC Spdr Nuveen Bloomberg Short Te Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SHM
# of Institutions
456Shares Held
78.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16MShares$756 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.46MShares$399 Million0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.52MShares$355 Million0.06% of portfolio
-
Envestnet Asset Management Inc6.13MShares$289 Million0.11% of portfolio
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Morgan Stanley New York, NY5.65MShares$267 Million0.02% of portfolio