Accurate Wealth Management, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 179,419 shares of USDU stock, worth $4.71 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
179,419Holding current value
$4.71 Million% of portfolio
1.01%Shares
6 transactions
Others Institutions Holding USDU
# of Institutions
63Shares Held
3.73MCall Options Held
10.8KPut Options Held
1.6K-
Gen Wealth Group, Inc.583KShares$15.3 Million3.54% of portfolio
-
Osborne Partners Capital Management, LLC473KShares$12.4 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC359KShares$9.42 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC250KShares$6.57 Million0.0% of portfolio
-
Envestnet Asset Management Inc247KShares$6.49 Million0.0% of portfolio