Endowment Wealth Management, Inc. Wisdomtree Tr Managed Futures Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 14,521 shares of WTMF stock, worth $519,125. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,521
Previous 14,614
0.64%
Holding current value
$519,125
Previous $530,000
2.83%
% of portfolio
0.38%
Previous 0.43%
Shares
12 transactions
Others Institutions Holding WTMF
# of Institutions
70Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.15MShares$41.2 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL545KShares$19.5 Million0.56% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS510KShares$18.2 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH316KShares$11.3 Million2.65% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA283KShares$10.1 Million1.9% of portfolio