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 $15.5 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
589,940
Previous 582,583
1.26%
Holding current value
$15.5 Million
Previous $15.9 Million
4.17%
% of portfolio
3.09%
Previous 3.54%
Shares
12 transactions
Others Institutions Holding USDU
# of Institutions
60Shares Held
4.01MCall Options Held
48.7KPut Options Held
59.2K-
Aptus Capital Advisors, LLC550KShares$14.4 Million0.13% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC519KShares$13.6 Million3.6% of portfolio
-
Osborne Partners Capital Management, LLC480KShares$12.6 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC226KShares$5.94 Million0.0% of portfolio
-
Summit Place Financial Advisors, LLC215KShares$5.65 Million3.02% of portfolio