Gen Wealth Group, Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Gen Wealth Group, Inc.
- $533 Million
- Q3 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 638,295 shares of USDU stock, worth $17.1 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
638,295
Previous 589,940
8.2%
Holding current value
$17.1 Million
Previous $15.2 Million
10.8%
% of portfolio
3.16%
Previous 3.09%
Shares
13 transactions
Others Institutions Holding USDU
# of Institutions
49Shares Held
3.4MCall Options Held
19KPut Options Held
33.6K-
Osborne Partners Capital Management, LLC512KShares$13.8 Million0.69% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
-
Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio
-
Morgan Stanley New York, NY162KShares$4.35 Million0.0% of portfolio