Comprehensive Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 22,995 shares of HYZD stock, worth $514,398. This represents 0.45% of its overall portfolio holdings.
Number of Shares
22,995Holding current value
$514,398% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding HYZD
# of Institutions
60Shares Held
5.67MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.39MShares$31.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$22.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY728KShares$16.3 Million0.0% of portfolio
-
National Asset Management, Inc. Boca Raton, FL591KShares$13.2 Million0.45% of portfolio
-
Envestnet Asset Management Inc335KShares$7.49 Million0.0% of portfolio