Iht Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Iht Wealth Management, LLC holds 70,946 shares of WTMF stock, worth $2.57 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
70,946
Previous 53,730
32.04%
Holding current value
$2.57 Million
Previous $1.88 Million
41.19%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding WTMF
# of Institutions
60Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.09MShares$39.5 Million0.0% of portfolio
-
Cambria Investment Management, L.P.371KShares$13.5 Million0.87% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS322KShares$11.7 Million0.19% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$11 Million2.99% of portfolio
-
Centric Wealth Management285KShares$10.3 Million3.49% of portfolio