Golden State Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,297 shares of WTMF stock, worth $112,889. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,297
Previous 6,594
50.0%
Holding current value
$112,889
Previous $225,000
49912.44%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
75Shares Held
4.37MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.21MShares$41.6 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS511KShares$17.5 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH310KShares$10.6 Million2.76% of portfolio
-
Stewardship Advisors, LLC267KShares$9.14 Million2.64% of portfolio
-
Avestar Capital, LLC172KShares$5.9 Million0.54% of portfolio