Accel Wealth Management Wisdomtree Tr Us Multifactor F Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$35.65 - $39.59 $35 - $39	1 Added 0.09%	1,063 $39,000
Q4 2022 Jan 26, 2023	BUY	$34.77 - $39.7 $173 - $198	5 Added 0.47%	1,062 $0
Q3 2022 Oct 12, 2022	BUY	$34.15 - $39.86 $204 - $239	6 Added 0.57%	1,057 $38,000
Q2 2022 Aug 03, 2022	BUY	$35.27 - $41.72 $141 - $166	4 Added 0.38%	1,051 $38,000
Q1 2022 Apr 29, 2022	BUY	$38.79 - $42.22 $116 - $126	3 Added 0.29%	1,047 $43,000
Q4 2021 Jan 18, 2022	BUY	$39.03 - $42.09 $40,747 - $43,941	1,044 New	1,044 $44,000
Q3 2021 Nov 04, 2021	SELL	$38.56 - $41.0 $39,909 - $42,435	-1,035 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$38.14 - $39.96 $152 - $159	4 Added 0.39%	1,035 $41,000
Q1 2021 May 10, 2021	BUY	$34.79 - $38.4 $104 - $115	3 Added 0.29%	1,031 $39,000
Q4 2020 Jan 27, 2021	BUY	$30.65 - $35.22 $31,508 - $36,206	1,028 New	1,028 $36,000

Others Institutions Holding USMF

# of Institutions

61

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$67.6 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$62.4 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.3 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.3 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
Sector ETFs
Industry ETFs

More about USMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.