Endowment Wealth Management, Inc. Wisdomtree Tr Managed Futures Transaction History
Endowment Wealth Management, Inc.
- $125 Million
- Q2 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 14,614 shares of WTMF stock, worth $520,258. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,614
Previous 14,983
2.46%
Holding current value
$520,258
Previous $561,000
5.53%
% of portfolio
0.43%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40.1 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL541KShares$19.3 Million0.75% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.3 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.8 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.4 Million3.22% of portfolio