Vision Point Advisory Group, LLC Spdr Doubleline Short Duration Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding STOT
# of Institutions
68Shares Held
3.77MCall Options Held
0Put Options Held
0-
Winthrop Advisory Group LLC993KShares$46.7 Million5.7% of portfolio
-
Spinnaker Investment Group, LLC549KShares$25.8 Million6.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC381KShares$17.9 Million0.01% of portfolio
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Virtu Financial LLC New York, NY176KShares$8.27 Million0.46% of portfolio
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Paragon Capital Management Inc Provo, UT137KShares$6.43 Million4.79% of portfolio