Insight Wealth Strategies, LLC Wisdomtree Tr Us Multifactor F Transaction History
Insight Wealth Strategies, LLC
- $699 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding USMF
# of Institutions
55Shares Held
4.98MCall Options Held
23.9KPut Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$62.9 Million0.09% of portfolio
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Private Wealth Strategies, L.L.C.1.19MShares$58.2 Million11.04% of portfolio
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Great Valley Advisor Group, Inc.462KShares$22.6 Million0.61% of portfolio
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Team Financial Group, LLC Temecula, CA360KShares$17.6 Million10.51% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL231KShares$11.3 Million0.02% of portfolio