Centerpoint Advisors, LLC Wisdomtree Floating Rate Treas Transaction History
Centerpoint Advisors, LLC
- $286 Million
- Q4 2024
A detailed history of Centerpoint Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 49 shares of USFR stock, worth $2,471. This represents 0.0% of its overall portfolio holdings.
Number of Shares
49
Previous 49
-0.0%
Holding current value
$2,471
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding USFR
# of Institutions
585Shares Held
221MCall 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