Vision Point Advisory Group, LLC Wisdomtree Floating Rate Treas Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
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 4,986 shares of USFR stock, worth $251,045. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,986
Previous 4,976
0.2%
Holding current value
$251,045
Previous $250,000
-0.0%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
604Shares Held
253MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY22.3MShares$1.12 Billion19.61% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$1.05 Billion0.08% of portfolio
-
Morgan Stanley New York, NY18.7MShares$943 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$797 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.6MShares$785 Million0.28% of portfolio