Capital Asset Advisory Services LLC Wisdomtree Tr Managed Futures Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
Shares
10 transactions
Others Institutions Holding WTMF
# of Institutions
69Shares Held
5.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.15MShares$40.6 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL545KShares$19.2 Million0.56% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS510KShares$18 Million0.22% of portfolio
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O'Dell Group, LLC Cincinnati, OH316KShares$11.1 Million2.65% of portfolio
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Ethos Financial Group, LLC King Of Prussia, PA283KShares$9.97 Million1.9% of portfolio