Vision Point Advisory Group, LLC Wisdomtree Floating Rate Treas Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 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 4,980 shares of USFR stock, worth $250,743. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,980
Previous 4,986
0.12%
Holding current value
$250,743
Previous $250,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
234MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio