Accurate Wealth Management, LLC Wisdomtree Bloomberg U.S. Doll Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding USDU
# of Institutions
64Shares Held
3.94MCall Options Held
29.1KPut Options Held
11.4K-
Gen Wealth Group, Inc.590KShares$15.4 Million3.09% of portfolio
-
Osborne Partners Capital Management, LLC473KShares$12.3 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC359KShares$9.34 Million0.0% of portfolio
-
Vident Advisory, LLC Alpharetta, GA342KShares$8.91 Million0.14% of portfolio
-
Envestnet Asset Management Inc247KShares$6.44 Million0.0% of portfolio