Comprehensive Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Comprehensive Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 49,762 shares of WTMF stock, worth $1.78 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
49,762
Previous 50,164
0.8%
Holding current value
$1.78 Million
Previous $1.76 Million
6.08%
% of portfolio
1.47%
Previous 1.59%
Shares
9 transactions
Others Institutions Holding WTMF
# of Institutions
61Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.3 Million0.87% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.5 Million0.19% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.9 Million2.99% of portfolio
-
Centric Wealth Management285KShares$10.2 Million3.49% of portfolio