Vital Stone Financial, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Vital Stone Financial, LLC holds 79,493 shares of USDU stock, worth $2.17 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
79,493
Previous 89,903
11.58%
Holding current value
$2.17 Million
Previous $2.44 Million
13.43%
% of portfolio
1.49%
Previous 1.82%
Shares
4 transactions
Others Institutions Holding USDU
# of Institutions
70Shares Held
5.93MCall Options Held
10.8KPut Options Held
1.6K-
3 Edge Asset Management, LP1.68MShares$45.9 Million3.2% of portfolio
-
Gen Wealth Group, Inc.559KShares$15.3 Million3.55% of portfolio
-
Osborne Partners Capital Management, LLC462KShares$12.6 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$11.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc283KShares$7.73 Million0.0% of portfolio