Capital Asset Advisory Services LLC Wisdomtree Tr Us Multifactor F Transaction History

Capital Asset Advisory Services LLC

$1.82 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$34.79 - $38.4 $23,935 - $26,419	-688 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$30.65 - $35.22 $21,087 - $24,231	688 New	688 $24,000

Others Institutions Holding USMF

# of Institutions

55

Shares Held

4.98M

Call Options Held

23.9K

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$62.9 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$58.2 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

462K
Shares

$22.6 Million
0.61% of portfolio
Team Financial Group, LLC Temecula, CA

360K
Shares

$17.6 Million
10.51% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

231K
Shares

$11.3 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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