Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Gen Wealth Group, Inc.
- $492 Million
- Q2 2025
A detailed history of Gen Wealth Group, Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 589,940 shares of USDU stock, worth $15.4 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
589,940
Previous 582,583
1.26%
Holding current value
$15.4 Million
Previous $15.9 Million
4.17%
% of portfolio
3.09%
Previous 3.54%
Shares
12 transactions
Others Institutions Holding USDU
# of Institutions
65Shares Held
4.45MCall Options Held
29.1KPut Options Held
11.4K-
Mc Elhenny Sheffield Capital Management, LLC519KShares$13.5 Million3.6% of portfolio
-
Osborne Partners Capital Management, LLC473KShares$12.3 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC359KShares$9.35 Million0.0% of portfolio
-
Vident Advisory, LLC Alpharetta, GA342KShares$8.93 Million0.14% of portfolio
-
Envestnet Asset Management Inc247KShares$6.45 Million0.0% of portfolio