Iht Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 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 541,035 shares of WTMF stock, worth $19.3 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
541,035
Previous 70,946
662.6%
Holding current value
$19.3 Million
Previous $2.66 Million
637.71%
% of portfolio
0.75%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding WTMF
# of Institutions
57Shares Held
4.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$40.2 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS317KShares$11.3 Million0.15% of portfolio
-
O'Dell Group, LLC Cincinnati, OH304KShares$10.9 Million2.88% of portfolio
-
Centric Wealth Management292KShares$10.4 Million3.22% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA272KShares$9.74 Million1.74% of portfolio