Cabot Wealth Management Inc Wisdomtree Tr Us Multifactor F Transaction History
Cabot Wealth Management Inc
- $760 Million
- Q2 2024
A detailed history of Cabot Wealth Management Inc transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Cabot Wealth Management Inc holds 111,485 shares of USMF stock, worth $5.42 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
111,485
Previous 90,485
23.21%
Holding current value
$5.42 Million
Previous $4.21 Million
20.25%
% of portfolio
0.67%
Previous 0.55%
Shares
19 transactions
Others Institutions Holding USMF
# of Institutions
55Shares Held
4.98MCall Options Held
23.9KPut Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$62.6 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$58 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.462KShares$22.5 Million0.61% of portfolio
-
Team Financial Group, LLC Temecula, CA360KShares$17.5 Million10.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL231KShares$11.2 Million0.02% of portfolio