Vision Point Advisory Group, LLC Wisdomtree Floating Rate Treas Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,764 shares of USFR stock, worth $240,343. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,764
Previous 4,772
0.17%
Holding current value
$240,343
Previous $239,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
575Shares Held
219MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.2MShares$970 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC14.9MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.6MShares$636 Million0.27% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$505 Million0.04% of portfolio