Concord Wealth Partners Wisdomtree Tr Managed Futures Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Concord Wealth Partners holds 1,397 shares of WTMF stock, worth $49,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,397
Previous 777 79.79%
Holding current value
$49,034
Previous $27,000 77.78%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$34.6 - $36.99 $21,452 - $22,933
620 Added 79.79%
1,397 $48,000
Q3 2024

Oct 24, 2024
BUY
$34.69 - $36.83 $26,954 - $28,616
777 New
777 $27,000
Q4 2022

Jan 27, 2023
BUY
$31.5 - $34.93 $2,236 - $2,480
71 New
71 $2,000

Others Institutions Holding WTMF

# of Institutions
74
Shares Held
4.23M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

WTMF Quotes by TradingView
  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email