Axis Wealth Partners, LLC Wisdomtree Tr Managed Futures Transaction History
Axis Wealth Partners, LLC
- $135 Billion
- Q1 2025
A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 12,010 shares of WTMF stock, worth $416,386. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,010
Previous 8,643
38.96%
Holding current value
$416,386
Previous $302 Million
35.77%
% of portfolio
0.3%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
77Shares Held
4.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$35.2 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS511KShares$17.7 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH310KShares$10.7 Million2.76% of portfolio
-
Stewardship Advisors, LLC267KShares$9.26 Million2.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC151KShares$5.23 Million0.0% of portfolio