Ethos Financial Group, LLC Wisdomtree Tr Managed Futures Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
A detailed history of Ethos Financial Group, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Ethos Financial Group, LLC holds 272,492 shares of WTMF stock, worth $9.62 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
272,492
Previous 260,740
4.51%
Holding current value
$9.62 Million
Previous $9.78 Million
1.08%
% of portfolio
1.74%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$39.7 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.1 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.2 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.7 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.3 Million3.22% of portfolio