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 $239,915. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,764
Previous 4,772
0.17%
Holding current value
$239,915
Previous $239,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding USFR
# of Institutions
556Shares Held
220MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.8MShares$1.1 Billion40.99% of portfolio
-
Morgan Stanley New York, NY19.6MShares$986 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$983 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$773 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$650 Million0.3% of portfolio