Vision Point Advisory Group, LLC Wisdomtree Floating Rate Treas Transaction History
Vision Point Advisory Group, LLC
- $267 Million
- Q2 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 4,280 shares of USFR stock, worth $215,669. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,280
Previous 4,413
3.01%
Holding current value
$215,669
Previous $221,000
2.71%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
527Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$798 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$660 Million0.34% of portfolio