Columbia Advisory Partners LLC Wisdomtree Tr Us Multifactor F Transaction History
Columbia Advisory Partners LLC
- $100 Million
- Q1 2025
A detailed history of Columbia Advisory Partners LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 140,589 shares of USMF stock, worth $6.85 Million. This represents 6.93% of its overall portfolio holdings.
Number of Shares
140,589
Previous 156,323
10.07%
Holding current value
$6.85 Million
Previous $7.77 Million
10.69%
% of portfolio
6.93%
Previous 8.51%
Shares
2 transactions
Others Institutions Holding USMF
# of Institutions
69Shares Held
8.79MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$114 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$62.8 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$58.1 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.458KShares$22.3 Million0.56% of portfolio
-
Team Financial Group, LLC Temecula, CA376KShares$18.3 Million10.76% of portfolio