Beacon Harbor Wealth Advisors, Inc. Wisdomtree Tr Managed Futures Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
81Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$39.9 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS498KShares$18.8 Million0.21% of portfolio
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O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.4 Million2.66% of portfolio
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Lpl Financial LLC Fort Mill, SC266KShares$10 Million0.0% of portfolio