Centric Wealth Management Wisdomtree Tr Managed Futures Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
A detailed history of Centric Wealth Management transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Centric Wealth Management holds 292,285 shares of WTMF stock, worth $10.4 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
292,285
Previous 284,631
2.69%
Holding current value
$10.4 Million
Previous $10.7 Million
0.67%
% of portfolio
3.22%
Previous 3.49%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.2 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.2 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.8 Million2.88% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA272KShares$9.67 Million1.74% of portfolio