Centric Wealth Management Wisdomtree Tr Managed Futures Call Options Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding WTMF
# of Institutions
64Shares Held
5.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$39.2 Million0.0% of portfolio
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Iht Wealth Management, LLC Chicago, IL541KShares$18.8 Million0.75% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS317KShares$11 Million0.15% of portfolio
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O'Dell Group, LLC Cincinnati, OH304KShares$10.6 Million2.88% of portfolio
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Ethos Financial Group, LLC King Of Prussia, PA272KShares$9.48 Million1.74% of portfolio