Iht Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 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 544,962 shares of WTMF stock, worth $19.4 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
544,962
Previous 541,035
0.73%
Holding current value
$19.4 Million
Previous $19.6 Million
1.36%
% of portfolio
0.56%
Previous 0.75%
Shares
7 transactions
Others Institutions Holding WTMF
# of Institutions
70Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.15MShares$40.9 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS510KShares$18.1 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH316KShares$11.2 Million2.65% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA283KShares$10 Million1.9% of portfolio
-
Stewardship Advisors, LLC223KShares$7.91 Million2.35% of portfolio