Goldstone Financial Group, LLC Wisdomtree U.S. High Yield Cor Transaction History
Goldstone Financial Group, LLC
- $638 Billion
- Q4 2024
A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 85,167 shares of WFHY stock, worth $3.91 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
85,167
Previous 65,856
29.32%
Holding current value
$3.91 Million
Previous $3.04 Billion
26.37%
% of portfolio
0.6%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding WFHY
# of Institutions
61Shares Held
4.11MCall Options Held
0Put Options Held
0-
Cwm, LLC1.63MShares$74.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC640KShares$29.4 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL184KShares$8.45 Million3.68% of portfolio
-
Cetera Investment Advisers Schaumburg, IL165KShares$7.59 Million0.02% of portfolio
-
Leo Wealth, LLC Hurst, TX164KShares$7.5 Million0.69% of portfolio