Ethos Financial Group, LLC Wisdomtree Tr Managed Futures Transaction History
Ethos Financial Group, LLC
- $529 Million
- Q1 2024
A detailed history of Ethos Financial Group, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Ethos Financial Group, LLC holds 260,740 shares of WTMF stock, worth $9.38 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
260,740
Previous 240,948
8.21%
Holding current value
$9.38 Million
Previous $8.45 Million
15.72%
% of portfolio
1.85%
Previous 1.8%
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
61Shares Held
4.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39.2 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.4 Million0.87% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.6 Million0.19% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$11 Million2.99% of portfolio
-
Centric Wealth Management285KShares$10.2 Million3.49% of portfolio