Trajan Wealth LLC Wisdomtree Tr Managed Futures Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Trajan Wealth LLC holds 14,155 shares of WTMF stock, worth $491,603. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,155
Previous 15,516
8.77%
Holding current value
$491,603
Previous $551 Million
10.29%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding WTMF
# of Institutions
78Shares Held
4.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.21MShares$42.2 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS551KShares$19.1 Million0.23% of portfolio
-
O'Dell Group, LLC Cincinnati, OH317KShares$11 Million2.58% of portfolio
-
Stewardship Advisors, LLC231KShares$8.01 Million2.36% of portfolio
-
Avestar Capital, LLC172KShares$5.98 Million0.54% of portfolio