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

Capital Asset Advisory Services LLC

$2.01 Billion
Q3 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

62

Shares Held

5.26M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$68 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$62.8 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.4 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16.1 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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